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 | $51,355 | $106,515-51.8% | $96,683-46.9% | $139,434-63.2% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 28.72% | 38.43%-9.7pp | 35.69%-7.0pp | 372.94%-344.2pp |
| Employer contribution / active EE | $13,719 | $4,103+234.4% | $3,737+267.1% | $4,751+188.8% |
| Participant deferral / active EE | $5,730 | $5,454+5.1% | $4,878+17.5% | $6,710-14.6% |
| Admin fee / account holder | $4,187 | $7,877-46.8% | $6,730-37.8% | $11,403-63.3% |