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 | $56,313 | $158,398-64.4% | $126,539-55.5% | $142,382-60.4% |
| Participation rate | 76.2% | 75.8%+0.4pp | 69.8%+6.4pp | 80.1%-3.9pp |
| Annual return | 16.39% | 593.76%-577.4pp | 425.95%-409.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,549 | $4,650-45.2% | $3,674-30.6% | $4,299-40.7% |
| Participant deferral / active EE | $6,820 | $4,767+43.1% | $4,083+67.0% | $6,507+4.8% |
| Admin fee / account holder | $663 | $6,918-90.4% | $6,065-89.1% | $12,624-94.7% |