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 | $48,948 | $127,065-61.5% | $113,168-56.7% | $142,382-65.6% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 56.25% | 24.03%+32.2pp | 24.27%+32.0pp | 217.08%-160.8pp |
| Employer contribution / active EE | $1,838 | $3,442-46.6% | $2,975-38.2% | $4,299-57.3% |
| Participant deferral / active EE | $6,359 | $5,716+11.2% | $5,107+24.5% | $6,507-2.3% |
| Admin fee / account holder | $922 | $15,736-94.1% | $12,068-92.4% | $12,624-92.7% |