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 | $47,065 | $154,117-69.5% | $129,995-63.8% | $139,434-66.2% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 22.04% | 32.48%-10.4pp | -137.18%+159.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $4,808 | $5,289-9.1% | $4,320+11.3% | $4,751+1.2% |
| Participant deferral / active EE | $8,409 | $6,710+25.3% | $5,820+44.5% | $6,710+25.3% |
| Admin fee / account holder | $3,936 | $14,007-71.9% | $10,614-62.9% | $11,403-65.5% |