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 | $47,139 | $77,899-39.5% | $149,673-68.5% | $75,163-37.3% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 26.99% | 31.72%-4.7pp | 134.42%-107.4pp | 160.62%-133.6pp |
| Employer contribution / active EE | $2,324 | $3,137-25.9% | $4,818-51.8% | $2,670-13.0% |
| Participant deferral / active EE | $5,122 | $3,411+50.2% | $5,680-9.8% | $4,125+24.2% |
| Admin fee / account holder | $492 | $5,956-91.7% | $13,210-96.3% | $5,651-91.3% |