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 8-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 | $49,557 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 21.62% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,011 | $4,810-37.4% | $4,305-30.1% | $4,299-30.0% |
| Participant deferral / active EE | $4,194 | $6,272-33.1% | $5,540-24.3% | $6,507-35.6% |
| Admin fee / account holder | $729 | $16,786-95.7% | $14,329-94.9% | $12,624-94.2% |