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 | $27,558 | $106,515-74.1% | $96,683-71.5% | $139,434-80.2% |
| Participation rate | 78.3% | 77.8%+0.4pp | 74.3%+3.9pp | 80.3%-2.1pp |
| Annual return | 56.37% | 38.43%+17.9pp | 35.69%+20.7pp | 372.94%-316.6pp |
| Employer contribution / active EE | $5,737 | $4,103+39.8% | $3,737+53.5% | $4,751+20.8% |
| Participant deferral / active EE | $6,114 | $5,454+12.1% | $4,878+25.3% | $6,710-8.9% |
| Admin fee / account holder | $509 | $7,877-93.5% | $6,730-92.4% | $11,403-95.5% |