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 | $46,143 | $121,625-62.1% | $104,607-55.9% | $158,922-71.0% |
| Participation rate | 81.3% | 77.5%+3.7pp | 74.1%+7.2pp | 82.0%-0.7pp |
| Annual return | 18.47% | 465.26%-446.8pp | 340.46%-322.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,255 | $3,163-28.7% | $2,681-15.9% | $4,761-52.6% |
| Participant deferral / active EE | $11,439 | $4,177+173.8% | $3,740+205.9% | $5,982+91.2% |
| Admin fee / account holder | $1,241 | $7,787-84.1% | $6,473-80.8% | $11,246-89.0% |