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 | $49,837 | $176,056-71.7% | $159,436-68.7% | $167,490-70.2% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 11.03% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $6,712 | $5,297+26.7% | $4,829+39.0% | $4,837+38.8% |
| Participant deferral / active EE | $4,861 | $7,750-37.3% | $7,352-33.9% | $6,341-23.3% |
| Admin fee / account holder | $788 | $12,554-93.7% | $10,799-92.7% | $12,309-93.6% |