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 6-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 | $49,096 | $111,754-56.1% | $103,333-52.5% | $145,922-66.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 13.92% | 24.77%-10.8pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,800 | $4,212-33.5% | $3,868-27.6% | $4,660-39.9% |
| Participant deferral / active EE | $7,627 | $5,619+35.7% | $5,057+50.8% | $6,688+14.0% |
| Admin fee / account holder | $1,015 | $9,750-89.6% | $8,355-87.8% | $13,397-92.4% |