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 | $47,998 | $114,381-58.0% | $107,525-55.4% | $142,382-66.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 22.52% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,020 | $4,015-24.8% | $3,754-19.6% | $4,299-29.8% |
| Participant deferral / active EE | $9,652 | $5,564+73.5% | $5,116+88.7% | $6,507+48.3% |
| Admin fee / account holder | $518 | $9,860-94.7% | $8,919-94.2% | $12,624-95.9% |