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 | $49,503 | $114,381-56.7% | $107,525-54.0% | $142,382-65.2% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 17.07% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,427 | $4,015+60.1% | $3,754+71.2% | $4,299+49.5% |
| Participant deferral / active EE | $2,949 | $5,564-47.0% | $5,116-42.3% | $6,507-54.7% |
| Admin fee / account holder | $384 | $9,860-96.1% | $8,919-95.7% | $12,624-97.0% |