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 | $53,973 | $74,888-27.9% | $71,209-24.2% | $142,382-62.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 20.23% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $5,261 | $2,854+84.3% | $2,721+93.4% | $4,299+22.4% |
| Participant deferral / active EE | $9,170 | $4,454+105.9% | $4,175+119.6% | $6,507+40.9% |
| Admin fee / account holder | $8,015 | $5,568+43.9% | $5,349+49.8% | $12,624-36.5% |