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 4-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 | $45,107 | $74,888-39.8% | $71,209-36.7% | $142,382-68.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 22.27% | 345.14%-322.9pp | 282.51%-260.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,936 | $2,854+37.9% | $2,721+44.7% | $4,299-8.4% |
| Participant deferral / active EE | $10,894 | $4,454+144.6% | $4,175+160.9% | $6,507+67.4% |
| Admin fee / account holder | $9,187 | $5,568+65.0% | $5,349+71.8% | $12,624-27.2% |