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 | $48,528 | $105,181-53.9% | $159,436-69.6% | $85,850-43.5% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.8%+0.9pp | 69.3%+14.4pp |
| Annual return | 41.35% | 45.07%-3.7pp | 263.57%-222.2pp | 318.53%-277.2pp |
| Employer contribution / active EE | $2,494 | $3,318-24.8% | $4,829-48.4% | $2,565-2.8% |
| Participant deferral / active EE | $4,693 | $5,945-21.1% | $7,352-36.2% | $3,952+18.8% |
| Admin fee / account holder | $1,809 | $6,933-73.9% | $10,799-83.3% | $6,260-71.1% |