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 | $51,462 | $227,553-77.4% | $189,557-72.9% | $167,490-69.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 14.60% | 78.40%-63.8pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,578 | $5,316-32.7% | $4,412-18.9% | $4,837-26.0% |
| Participant deferral / active EE | $8,237 | $7,002+17.6% | $6,174+33.4% | $6,341+29.9% |
| Admin fee / account holder | $7,881 | $11,878-33.6% | $9,807-19.6% | $12,309-36.0% |