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 | $48,635 | $105,181-53.8% | $159,436-69.5% | $85,850-43.3% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 21.24% | 45.07%-23.8pp | 263.57%-242.3pp | 318.53%-297.3pp |
| Employer contribution / active EE | $4,022 | $3,318+21.2% | $4,829-16.7% | $2,565+56.8% |
| Participant deferral / active EE | $8,181 | $5,945+37.6% | $7,352+11.3% | $3,952+107.0% |
| Admin fee / account holder | $692 | $6,933-90.0% | $10,799-93.6% | $6,260-88.9% |