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 | $47,838 | $74,888-36.1% | $71,209-32.8% | $142,382-66.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 32.73% | 345.14%-312.4pp | 282.51%-249.8pp | 217.08%-184.3pp |
| Employer contribution / active EE | $4,436 | $2,854+55.4% | $2,721+63.0% | $4,299+3.2% |
| Participant deferral / active EE | $13,101 | $4,454+194.1% | $4,175+213.8% | $6,507+101.3% |
| Admin fee / account holder | $4,512 | $5,568-19.0% | $5,349-15.7% | $12,624-64.3% |