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 | $54,299 | $111,754-51.4% | $103,333-47.5% | $145,922-62.8% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 14.26% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $7,515 | $4,212+78.4% | $3,868+94.3% | $4,660+61.3% |
| Participant deferral / active EE | $4,441 | $5,619-21.0% | $5,057-12.2% | $6,688-33.6% |
| Admin fee / account holder | $8,224 | $9,750-15.7% | $8,355-1.6% | $13,397-38.6% |