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 4-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 | $47,530 | $95,416-50.2% | $185,823-74.4% | $85,850-44.6% |
| Participation rate | 92.7% | 68.8%+24.0pp | 81.7%+11.0pp | 69.3%+23.4pp |
| Annual return | 11.96% | 23.59%-11.6pp | 122.05%-110.1pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,133 | $3,314-65.8% | $5,167-78.1% | $2,565-55.8% |
| Participant deferral / active EE | $3,367 | $3,423-1.6% | $5,568-39.5% | $3,952-14.8% |
| Admin fee / account holder | $12,929 | $7,213+79.2% | $16,237-20.4% | $6,260+106.5% |