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 | $52,621 | $157,256-66.5% | $141,162-62.7% | $152,861-65.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 20.82% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,774 | $5,261-47.3% | $4,735-41.4% | $4,762-41.8% |
| Participant deferral / active EE | $5,066 | $7,109-28.7% | $6,709-24.5% | $5,850-13.4% |
| Admin fee / account holder | $5,105 | $12,120-57.9% | $10,261-50.3% | $11,596-56.0% |