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 | $48,836 | $117,841-58.6% | $102,423-52.3% | $145,922-66.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.48% | 31.65%-10.2pp | 29.32%-7.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $6,271 | $3,615+73.5% | $3,023+107.4% | $4,660+34.6% |
| Participant deferral / active EE | $8,672 | $5,731+51.3% | $5,053+71.6% | $6,688+29.7% |
| Admin fee / account holder | $12,140 | $13,326-8.9% | $9,451+28.5% | $13,397-9.4% |