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 5-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 | $43,578 | $63,346-31.2% | $92,233-52.8% | $70,131-37.9% |
| Participation rate | 98.9% | 68.7%+30.2pp | 76.5%+22.4pp | 69.5%+29.3pp |
| Annual return | 17.37% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,515 | $2,471+1.8% | $3,679-31.7% | $2,342+7.4% |
| Participant deferral / active EE | $2,438 | $2,854-14.6% | $3,897-37.4% | $3,332-26.8% |
| Admin fee / account holder | $561 | $3,840-85.4% | $5,194-89.2% | $4,645-87.9% |