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 | $58,356 | $197,591-70.5% | $177,821-67.2% | $158,922-63.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 42.50% | 58.76%-16.3pp | 48.32%-5.8pp | 302.83%-260.3pp |
| Employer contribution / active EE | $2,821 | $6,697-57.9% | $5,918-52.3% | $4,761-40.7% |
| Participant deferral / active EE | $10,016 | $8,405+19.2% | $7,714+29.8% | $5,982+67.4% |
| Admin fee / account holder | $3,847 | $15,399-75.0% | $12,427-69.0% | $11,246-65.8% |