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 9-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 | $57,880 | $177,572-67.4% | $154,803-62.6% | $142,382-59.3% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 19.94% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,608 | $4,810-45.8% | $4,305-39.4% | $4,299-39.3% |
| Participant deferral / active EE | $5,453 | $6,272-13.1% | $5,540-1.6% | $6,507-16.2% |
| Admin fee / account holder | $428 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |