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 4-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 | $60,757 | $111,754-45.6% | $103,333-41.2% | $145,922-58.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 16.88% | 24.77%-7.9pp | 24.88%-8.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $13,082 | $4,212+210.5% | $3,868+238.2% | $4,660+180.7% |
| Participant deferral / active EE | $4,273 | $5,619-24.0% | $5,057-15.5% | $6,688-36.1% |
| Admin fee / account holder | $1,176 | $9,750-87.9% | $8,355-85.9% | $13,397-91.2% |