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 3-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 | $48,223 | $159,901-69.8% | $146,958-67.2% | $145,922-67.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 19.31% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,450 | $5,286-53.7% | $4,933-50.3% | $4,660-47.4% |
| Participant deferral / active EE | $5,848 | $8,428-30.6% | $8,070-27.5% | $6,688-12.6% |
| Admin fee / account holder | $403 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |