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 | $47,441 | $46,553+1.9% | $64,056-25.9% | $75,163-36.9% |
| Participation rate | 93.8% | 65.9%+27.9pp | 72.3%+21.5pp | 67.2%+26.7pp |
| Annual return | 22.11% | 26.03%-3.9pp | 33.69%-11.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $8,379 | $1,974+324.5% | $2,747+205.1% | $2,670+213.8% |
| Participant deferral / active EE | $819 | $2,837-71.1% | $3,880-78.9% | $4,125-80.1% |
| Admin fee / account holder | $2,027 | $2,952-31.3% | $3,068-33.9% | $5,651-64.1% |