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 | $47,499 | $111,754-57.5% | $103,333-54.0% | $145,922-67.4% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 21.39% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,777 | $4,212-34.1% | $3,868-28.2% | $4,660-40.4% |
| Participant deferral / active EE | $5,202 | $5,619-7.4% | $5,057+2.9% | $6,688-22.2% |
| Admin fee / account holder | $2,297 | $9,750-76.4% | $8,355-72.5% | $13,397-82.9% |