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 4-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 | $49,033 | $108,919-55.0% | $100,391-51.2% | $145,922-66.4% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 21.61% | 57.88%-36.3pp | 49.20%-27.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,502 | $4,419-43.4% | $3,942-36.5% | $4,660-46.3% |
| Participant deferral / active EE | $5,567 | $8,445-34.1% | $8,082-31.1% | $6,688-16.8% |
| Admin fee / account holder | $4,341 | $9,689-55.2% | $7,899-45.1% | $13,397-67.6% |