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 9-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 | $46,095 | $176,056-73.8% | $159,436-71.1% | $167,490-72.5% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 15.59% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,328 | $5,297-37.2% | $4,829-31.1% | $4,837-31.2% |
| Participant deferral / active EE | $5,964 | $7,750-23.0% | $7,352-18.9% | $6,341-5.9% |
| Admin fee / account holder | $7,250 | $12,554-42.3% | $10,799-32.9% | $12,309-41.1% |