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 | $48,080 | $210,648-77.2% | $177,989-73.0% | $145,922-67.1% |
| Participation rate | 95.8% | 80.8%+15.1pp | 77.1%+18.7pp | 80.3%+15.6pp |
| Annual return | 15.43% | 385.86%-370.4pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,467 | $4,565-67.9% | $3,949-62.8% | $4,660-68.5% |
| Participant deferral / active EE | $6,812 | $6,958-2.1% | $6,276+8.5% | $6,688+1.9% |
| Admin fee / account holder | $839 | $12,013-93.0% | $10,363-91.9% | $13,397-93.7% |