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 | $64,531 | $165,335-61.0% | $149,696-56.9% | $158,922-59.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 75.64% | 348.15%-272.5pp | 276.60%-201.0pp | 302.83%-227.2pp |
| Employer contribution / active EE | $2,275 | $5,103-55.4% | $4,644-51.0% | $4,761-52.2% |
| Participant deferral / active EE | $5,554 | $7,181-22.7% | $6,842-18.8% | $5,982-7.2% |
| Admin fee / account holder | $847 | $10,807-92.2% | $9,309-90.9% | $11,246-92.5% |