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 | $49,694 | $100,773-50.7% | $88,946-44.1% | $142,382-65.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 19.71% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,054 | $2,918-29.6% | $2,555-19.6% | $4,299-52.2% |
| Participant deferral / active EE | $3,565 | $5,230-31.8% | $4,581-22.2% | $6,507-45.2% |
| Admin fee / account holder | $4,894 | $9,693-49.5% | $8,261-40.8% | $12,624-61.2% |