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 7-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 | $49,746 | $177,572-72.0% | $154,803-67.9% | $142,382-65.1% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 21.59% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $8,199 | $4,810+70.4% | $4,305+90.4% | $4,299+90.7% |
| Participant deferral / active EE | $7,322 | $6,272+16.7% | $5,540+32.1% | $6,507+12.5% |
| Admin fee / account holder | $2,531 | $16,786-84.9% | $14,329-82.3% | $12,624-79.9% |