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 | $49,080 | $114,381-57.1% | $107,525-54.4% | $142,382-65.5% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 14.81% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,820 | $4,015-4.8% | $3,754+1.8% | $4,299-11.1% |
| Participant deferral / active EE | $3,149 | $5,564-43.4% | $5,116-38.4% | $6,507-51.6% |
| Admin fee / account holder | $1,054 | $9,860-89.3% | $8,919-88.2% | $12,624-91.6% |