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 | $56,595 | $197,591-71.4% | $177,821-68.2% | $158,922-64.4% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 27.54% | 58.76%-31.2pp | 48.32%-20.8pp | 302.83%-275.3pp |
| Employer contribution / active EE | $4,708 | $6,697-29.7% | $5,918-20.5% | $4,761-1.1% |
| Participant deferral / active EE | $5,413 | $8,405-35.6% | $7,714-29.8% | $5,982-9.5% |
| Admin fee / account holder | $471 | $15,399-96.9% | $12,427-96.2% | $11,246-95.8% |