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 | $53,574 | $90,348-40.7% | $75,972-29.5% | $145,922-63.3% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 15.69% | 620.88%-605.2pp | 359.55%-343.9pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,376 | $3,311-28.3% | $2,685-11.5% | $4,660-49.0% |
| Participant deferral / active EE | $6,116 | $5,162+18.5% | $4,255+43.7% | $6,688-8.5% |
| Admin fee / account holder | $1,716 | $8,467-79.7% | $6,467-73.5% | $13,397-87.2% |