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 4-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 | $49,012 | $89,753-45.4% | $107,525-54.4% | $84,808-42.2% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 19.63% | 29.48%-9.9pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $13,499 | $3,113+333.6% | $3,754+259.6% | $2,631+413.1% |
| Participant deferral / active EE | $2,759 | $4,056-32.0% | $5,116-46.1% | $4,212-34.5% |
| Admin fee / account holder | $4,064 | $7,222-43.7% | $8,919-54.4% | $7,344-44.7% |