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 6-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 | $58,038 | $177,572-67.3% | $154,803-62.5% | $142,382-59.2% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 24.03% | 65.07%-41.0pp | 58.88%-34.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $4,348 | $4,810-9.6% | $4,305+1.0% | $4,299+1.1% |
| Participant deferral / active EE | $4,579 | $6,272-27.0% | $5,540-17.3% | $6,507-29.6% |
| Admin fee / account holder | $1,305 | $16,786-92.2% | $14,329-90.9% | $12,624-89.7% |