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 5-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 | $47,221 | $99,877-52.7% | $84,966-44.4% | $145,922-67.6% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 13.10% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,381 | $3,231+35.6% | $2,727+60.7% | $4,660-6.0% |
| Participant deferral / active EE | $9,267 | $5,291+75.2% | $4,519+105.1% | $6,688+38.6% |
| Admin fee / account holder | $442 | $7,248-93.9% | $6,149-92.8% | $13,397-96.7% |