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 10-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 | $63,980 | $177,572-64.0% | $154,803-58.7% | $142,382-55.1% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 14.85% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,308 | $4,810-31.2% | $4,305-23.2% | $4,299-23.1% |
| Participant deferral / active EE | $3,333 | $6,272-46.9% | $5,540-39.8% | $6,507-48.8% |
| Admin fee / account holder | $1,299 | $16,786-92.3% | $14,329-90.9% | $12,624-89.7% |