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 | $48,714 | $114,381-57.4% | $107,525-54.7% | $142,382-65.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.59% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,816 | $4,015-54.8% | $3,754-51.6% | $4,299-57.8% |
| Participant deferral / active EE | $3,025 | $5,564-45.6% | $5,116-40.9% | $6,507-53.5% |
| Admin fee / account holder | $757 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |