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 8-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 | $50,727 | $114,381-55.7% | $107,525-52.8% | $142,382-64.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.07% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,141 | $4,015-46.7% | $3,754-43.0% | $4,299-50.2% |
| Participant deferral / active EE | $5,551 | $5,564-0.2% | $5,116+8.5% | $6,507-14.7% |
| Admin fee / account holder | $4,617 | $9,860-53.2% | $8,919-48.2% | $12,624-63.4% |