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 3-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 | $48,480 | $108,919-55.5% | $100,391-51.7% | $145,922-66.8% |
| Participation rate | 70.8% | 82.9%-12.1pp | 81.5%-10.6pp | 80.3%-9.4pp |
| Annual return | 21.33% | 57.88%-36.6pp | 49.20%-27.9pp | 561.29%-540.0pp |
| Employer contribution / active EE | $3,292 | $4,419-25.5% | $3,942-16.5% | $4,660-29.4% |
| Participant deferral / active EE | $5,769 | $8,445-31.7% | $8,082-28.6% | $6,688-13.7% |
| Admin fee / account holder | $2,243 | $9,689-76.9% | $7,899-71.6% | $13,397-83.3% |