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 3-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 | $48,028 | $114,381-58.0% | $107,525-55.3% | $142,382-66.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 164.12% | 242.71%-78.6pp | 181.32%-17.2pp | 217.08%-53.0pp |
| Employer contribution / active EE | $2,600 | $4,015-35.2% | $3,754-30.7% | $4,299-39.5% |
| Participant deferral / active EE | $5,656 | $5,564+1.7% | $5,116+10.6% | $6,507-13.1% |
| Admin fee / account holder | $3,654 | $9,860-62.9% | $8,919-59.0% | $12,624-71.1% |