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 9-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 | $49,315 | $157,256-68.6% | $141,162-65.1% | $152,861-67.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 25.14% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $5,282 | $5,261+0.4% | $4,735+11.6% | $4,762+10.9% |
| Participant deferral / active EE | $5,969 | $7,109-16.0% | $6,709-11.0% | $5,850+2.0% |
| Admin fee / account holder | $7,057 | $12,120-41.8% | $10,261-31.2% | $11,596-39.1% |