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 | $50,294 | $150,187-66.5% | $120,354-58.2% | $145,922-65.5% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 20.61% | 154.07%-133.5pp | 107.15%-86.5pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,081 | $4,348-52.1% | $3,463-39.9% | $4,660-55.3% |
| Participant deferral / active EE | $3,025 | $6,173-51.0% | $4,991-39.4% | $6,688-54.8% |
| Admin fee / account holder | $6,415 | $12,207-47.4% | $9,423-31.9% | $13,397-52.1% |