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 9-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 | $49,988 | $74,888-33.2% | $71,209-29.8% | $142,382-64.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.44% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,053 | $2,854+7.0% | $2,721+12.2% | $4,299-29.0% |
| Participant deferral / active EE | $7,579 | $4,454+70.2% | $4,175+81.5% | $6,507+16.5% |
| Admin fee / account holder | $4,909 | $5,568-11.8% | $5,349-8.2% | $12,624-61.1% |