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 | $49,196 | $217,402-77.4% | $185,823-73.5% | $167,490-70.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.23% | 148.36%-128.1pp | 122.05%-101.8pp | 478.56%-458.3pp |
| Employer contribution / active EE | $4,357 | $5,873-25.8% | $5,167-15.7% | $4,837-9.9% |
| Participant deferral / active EE | $6,625 | $6,356+4.2% | $5,568+19.0% | $6,341+4.5% |
| Admin fee / account holder | $721 | $19,811-96.4% | $16,237-95.6% | $12,309-94.1% |