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 | $28,143 | $127,065-77.9% | $113,168-75.1% | $142,382-80.2% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 119.18% | 24.03%+95.2pp | 24.27%+94.9pp | 217.08%-97.9pp |
| Employer contribution / active EE | $4,870 | $3,442+41.5% | $2,975+63.7% | $4,299+13.3% |
| Participant deferral / active EE | $10,276 | $5,716+79.8% | $5,107+101.2% | $6,507+57.9% |
| Admin fee / account holder | $4,968 | $15,736-68.4% | $12,068-58.8% | $12,624-60.6% |