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 | $48,794 | $114,381-57.3% | $107,525-54.6% | $142,382-65.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 28.64% | 242.71%-214.1pp | 181.32%-152.7pp | 217.08%-188.4pp |
| Employer contribution / active EE | $11,311 | $4,015+181.8% | $3,754+201.4% | $4,299+163.1% |
| Participant deferral / active EE | $9,438 | $5,564+69.6% | $5,116+84.5% | $6,507+45.0% |
| Admin fee / account holder | $1,921 | $9,860-80.5% | $8,919-78.5% | $12,624-84.8% |