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 | $59,674 | $105,126-43.2% | $94,646-37.0% | $139,434-57.2% |
| Participation rate | 94.1% | 82.4%+11.8pp | 80.8%+13.3pp | 80.3%+13.8pp |
| Annual return | 27.70% | 38.03%-10.3pp | 156.71%-129.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $868 | $4,106-78.9% | $3,672-76.4% | $4,751-81.7% |
| Participant deferral / active EE | $4,026 | $7,599-47.0% | $7,418-45.7% | $6,710-40.0% |
| Admin fee / account holder | $394 | $8,984-95.6% | $7,231-94.5% | $11,403-96.5% |