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 | $50,362 | $159,602-68.4% | $150,045-66.4% | $142,382-64.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 47.05% | 70.24%-23.2pp | 62.55%-15.5pp | 217.08%-170.0pp |
| Employer contribution / active EE | $3,220 | $4,961-35.1% | $4,693-31.4% | $4,299-25.1% |
| Participant deferral / active EE | $13,629 | $8,310+64.0% | $7,997+70.4% | $6,507+109.4% |
| Admin fee / account holder | $1,499 | $14,846-89.9% | $13,435-88.8% | $12,624-88.1% |