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 4-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 | $50,854 | $114,381-55.5% | $107,525-52.7% | $142,382-64.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 17.20% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,122 | $4,015-22.2% | $3,754-16.8% | $4,299-27.4% |
| Participant deferral / active EE | $9,330 | $5,564+67.7% | $5,116+82.4% | $6,507+43.4% |
| Admin fee / account holder | $3,720 | $9,860-62.3% | $8,919-58.3% | $12,624-70.5% |