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 | $49,547 | $172,478-71.3% | $145,661-66.0% | $142,382-65.2% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.2%+7.4pp | 80.1%+4.5pp |
| Annual return | 19.82% | 151.09%-131.3pp | 101.46%-81.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $6,747 | $4,899+37.7% | $4,238+59.2% | $4,299+56.9% |
| Participant deferral / active EE | $7,968 | $8,348-4.6% | $7,198+10.7% | $6,507+22.5% |
| Admin fee / account holder | $6,075 | $16,864-64.0% | $12,466-51.3% | $12,624-51.9% |