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 | $47,030 | $58,694-19.9% | $142,863-67.1% | $85,850-45.2% |
| Participation rate | 88.4% | 58.5%+29.9pp | 71.9%+16.5pp | 69.3%+19.1pp |
| Annual return | 19.42% | 27.72%-8.3pp | 5637.54%-5618.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,588 | $1,423+11.6% | $4,144-61.7% | $2,565-38.1% |
| Participant deferral / active EE | $3,279 | $2,607+25.8% | $3,837-14.5% | $3,952-17.0% |
| Admin fee / account holder | $7,724 | $4,239+82.2% | $6,560+17.7% | $6,260+23.4% |