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 | $44,793 | $48,570-7.8% | $130,648-65.7% | $72,985-38.6% |
| Participation rate | 78.4% | 58.6%+19.9pp | 71.7%+6.7pp | 69.5%+8.9pp |
| Annual return | 25.33% | 38.63%-13.3pp | 1708.96%-1683.6pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,631 | $1,334+22.3% | $4,092-60.1% | $2,440-33.1% |
| Participant deferral / active EE | $3,463 | $2,384+45.3% | $3,603-3.9% | $3,607-4.0% |
| Admin fee / account holder | $1,852 | $3,549-47.8% | $5,464-66.1% | $5,124-63.9% |