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 8-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 | $47,126 | $117,841-60.0% | $102,423-54.0% | $145,922-67.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 13.40% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,662 | $3,615-54.0% | $3,023-45.0% | $4,660-64.3% |
| Participant deferral / active EE | $4,835 | $5,731-15.6% | $5,053-4.3% | $6,688-27.7% |
| Admin fee / account holder | $1,328 | $13,326-90.0% | $9,451-85.9% | $13,397-90.1% |