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 8-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 | $49,081 | $114,381-57.1% | $107,525-54.4% | $142,382-65.5% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 17.76% | 242.71%-224.9pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,008 | $4,015-50.0% | $3,754-46.5% | $4,299-53.3% |
| Participant deferral / active EE | $4,012 | $5,564-27.9% | $5,116-21.6% | $6,507-38.3% |
| Admin fee / account holder | $2,297 | $9,860-76.7% | $8,919-74.2% | $12,624-81.8% |