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 | $46,083 | $84,936-45.7% | $111,297-58.6% | $79,386-42.0% |
| Participation rate | 73.1% | 75.9%-2.7pp | 77.3%-4.2pp | 70.7%+2.4pp |
| Annual return | 55.08% | 17.45%+37.6pp | 54.65%+0.4pp | 116.85%-61.8pp |
| Employer contribution / active EE | $1,820 | $1,979-8.0% | $2,731-33.4% | $2,427-25.0% |
| Participant deferral / active EE | $6,826 | $3,888+75.6% | $4,487+52.1% | $4,046+68.7% |
| Admin fee / account holder | $4,307 | $537+701.8% | $7,964-45.9% | $626+587.5% |