See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,441 | $102,317-57.5% | $146,958-70.4% | $80,856-46.3% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 23.12% | 134.76%-111.6pp | 418.34%-395.2pp | 35.59%-12.5pp |
| Employer contribution / active EE | $2,962 | $3,713-20.2% | $4,933-39.9% | $2,755+7.5% |
| Participant deferral / active EE | $5,612 | $6,644-15.5% | $8,070-30.5% | $4,296+30.6% |
| Admin fee / account holder | $25,126 | $7,941+216.4% | $12,998+93.3% | $6,918+263.2% |