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 | $46,321 | $158,398-70.8% | $126,539-63.4% | $142,382-67.5% |
| Participation rate | 88.2% | 75.8%+12.4pp | 69.8%+18.4pp | 80.1%+8.1pp |
| Annual return | 19.46% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,147 | $4,650-53.8% | $3,674-41.6% | $4,299-50.1% |
| Participant deferral / active EE | $3,261 | $4,767-31.6% | $4,083-20.1% | $6,507-49.9% |
| Admin fee / account holder | $417 | $6,918-94.0% | $6,065-93.1% | $12,624-96.7% |