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 | $47,822 | $111,754-57.2% | $103,333-53.7% | $145,922-67.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 10.60% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,000 | $4,212-28.8% | $3,868-22.4% | $4,660-35.6% |
| Participant deferral / active EE | $5,663 | $5,619+0.8% | $5,057+12.0% | $6,688-15.3% |
| Admin fee / account holder | $4,476 | $9,750-54.1% | $8,355-46.4% | $13,397-66.6% |