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 | $48,191 | $114,381-57.9% | $107,525-55.2% | $142,382-66.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 12.57% | 242.71%-230.1pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,747 | $4,015-6.7% | $3,754-0.2% | $4,299-12.8% |
| Participant deferral / active EE | $5,610 | $5,564+0.8% | $5,116+9.7% | $6,507-13.8% |
| Admin fee / account holder | $1,208 | $9,860-87.8% | $8,919-86.5% | $12,624-90.4% |