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 | $49,715 | $109,982-54.8% | $97,226-48.9% | $145,922-65.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 15.12% | 242.90%-227.8pp | 75.13%-60.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,166 | $3,084+67.5% | $2,729+89.3% | $4,660+10.9% |
| Participant deferral / active EE | $7,717 | $4,676+65.0% | $4,264+81.0% | $6,688+15.4% |
| Admin fee / account holder | $520 | $6,221-91.6% | $5,654-90.8% | $13,397-96.1% |