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 | $55,922 | $165,335-66.2% | $149,696-62.6% | $158,922-64.8% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 142.52% | 348.15%-205.6pp | 276.60%-134.1pp | 302.83%-160.3pp |
| Employer contribution / active EE | $4,107 | $5,103-19.5% | $4,644-11.6% | $4,761-13.7% |
| Participant deferral / active EE | $11,933 | $7,181+66.2% | $6,842+74.4% | $5,982+99.5% |
| Admin fee / account holder | $3,276 | $10,807-69.7% | $9,309-64.8% | $11,246-70.9% |