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 | $48,689 | $114,381-57.4% | $107,525-54.7% | $142,382-65.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.52% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,293 | $4,015-42.9% | $3,754-38.9% | $4,299-46.7% |
| Participant deferral / active EE | $1,724 | $5,564-69.0% | $5,116-66.3% | $6,507-73.5% |
| Admin fee / account holder | $545 | $9,860-94.5% | $8,919-93.9% | $12,624-95.7% |