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 | $51,112 | $114,381-55.3% | $107,525-52.5% | $142,382-64.1% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 19.58% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,319 | $4,015-17.3% | $3,754-11.6% | $4,299-22.8% |
| Participant deferral / active EE | $5,417 | $5,564-2.6% | $5,116+5.9% | $6,507-16.8% |
| Admin fee / account holder | $2,304 | $9,860-76.6% | $8,919-74.2% | $12,624-81.7% |