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 8-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 | $49,870 | $118,849-58.0% | $96,562-48.4% | $167,490-70.2% |
| Participation rate | 95.8% | 75.5%+20.4pp | 69.8%+26.0pp | 82.1%+13.7pp |
| Annual return | 12.54% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,504 | $3,120-19.7% | $2,356+6.3% | $4,837-48.2% |
| Participant deferral / active EE | $3,471 | $4,616-24.8% | $3,849-9.8% | $6,341-45.3% |
| Admin fee / account holder | $3,086 | $8,065-61.7% | $6,181-50.1% | $12,309-74.9% |