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 9-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 | $55,959 | $73,933-24.3% | $96,683-42.1% | $75,163-25.5% |
| Participation rate | 78.8% | 66.4%+12.3pp | 74.3%+4.4pp | 67.2%+11.6pp |
| Annual return | 41.41% | 26.70%+14.7pp | 35.69%+5.7pp | 160.62%-119.2pp |
| Employer contribution / active EE | $1,736 | $2,928-40.7% | $3,737-53.5% | $2,670-35.0% |
| Participant deferral / active EE | $4,415 | $3,659+20.7% | $4,878-9.5% | $4,125+7.0% |
| Admin fee / account holder | $2,433 | $5,216-53.4% | $6,730-63.8% | $5,651-56.9% |