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 | $44,150 | $85,022-48.1% | $70,515-37.4% | $139,434-68.3% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 76.14% | 30.38%+45.8pp | 32.77%+43.4pp | 372.94%-296.8pp |
| Employer contribution / active EE | $2,040 | $3,909-47.8% | $2,973-31.4% | $4,751-57.1% |
| Participant deferral / active EE | $5,056 | $5,890-14.2% | $4,567+10.7% | $6,710-24.7% |
| Admin fee / account holder | $2,071 | $8,906-76.8% | $6,412-67.7% | $11,403-81.8% |