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 5-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 | $49,718 | $114,381-56.5% | $107,525-53.8% | $142,382-65.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.42% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,803 | $4,015-5.3% | $3,754+1.3% | $4,299-11.5% |
| Participant deferral / active EE | $5,009 | $5,564-10.0% | $5,116-2.1% | $6,507-23.0% |
| Admin fee / account holder | $4,471 | $9,860-54.7% | $8,919-49.9% | $12,624-64.6% |