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 | $54,178 | $148,534-63.5% | $135,903-60.1% | $139,434-61.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 34.40% | 79.19%-44.8pp | 68.23%-33.8pp | 372.94%-338.5pp |
| Employer contribution / active EE | $4,857 | $5,243-7.4% | $4,8560% | $4,751+2.2% |
| Participant deferral / active EE | $12,030 | $8,100+48.5% | $7,758+55.1% | $6,710+79.3% |
| Admin fee / account holder | $2,063 | $12,400-83.4% | $10,762-80.8% | $11,403-81.9% |