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 8-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 | $52,442 | $109,982-52.3% | $97,226-46.1% | $145,922-64.1% |
| Participation rate | 95.0% | 75.9%+19.1pp | 72.7%+22.3pp | 80.3%+14.7pp |
| Annual return | 8.11% | 242.90%-234.8pp | 75.13%-67.0pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,320 | $3,084-57.2% | $2,729-51.6% | $4,660-71.7% |
| Participant deferral / active EE | $2,601 | $4,676-44.4% | $4,264-39.0% | $6,688-61.1% |
| Admin fee / account holder | $3,963 | $6,221-36.3% | $5,654-29.9% | $13,397-70.4% |