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 5-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 | $46,913 | $109,982-57.3% | $97,226-51.7% | $145,922-67.9% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 13.00% | 242.90%-229.9pp | 75.13%-62.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,101 | $3,084+0.5% | $2,729+13.6% | $4,660-33.5% |
| Participant deferral / active EE | $8,346 | $4,676+78.5% | $4,264+95.7% | $6,688+24.8% |
| Admin fee / account holder | $1,298 | $6,221-79.1% | $5,654-77.0% | $13,397-90.3% |