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 | $50,930 | $103,376-50.7% | $87,100-41.5% | $152,861-66.7% |
| Participation rate | 77.3% | 79.3%-2.1pp | 76.9%+0.4pp | 82.4%-5.2pp |
| Annual return | 81.01% | 28.10%+52.9pp | 28.19%+52.8pp | 345.32%-264.3pp |
| Employer contribution / active EE | $1,414 | $3,220-56.1% | $2,521-43.9% | $4,762-70.3% |
| Participant deferral / active EE | $2,874 | $4,778-39.8% | $4,049-29.0% | $5,850-50.9% |
| Admin fee / account holder | $484 | $12,205-96.0% | $7,497-93.5% | $11,596-95.8% |