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 7-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 | $48,584 | $183,519-73.5% | $155,509-68.8% | $145,922-66.7% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 11.64% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,735 | $5,313-67.3% | $4,672-62.9% | $4,660-62.8% |
| Participant deferral / active EE | $2,318 | $6,462-64.1% | $5,626-58.8% | $6,688-65.3% |
| Admin fee / account holder | $1,110 | $19,313-94.3% | $15,912-93.0% | $13,397-91.7% |