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 6-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 | $46,858 | $148,534-68.5% | $135,903-65.5% | $139,434-66.4% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 16.91% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,552 | $5,243-70.4% | $4,856-68.0% | $4,751-67.3% |
| Participant deferral / active EE | $2,593 | $8,100-68.0% | $7,758-66.6% | $6,710-61.4% |
| Admin fee / account holder | $1,285 | $12,400-89.6% | $10,762-88.1% | $11,403-88.7% |