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 6-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 | $55,457 | $148,534-62.7% | $135,903-59.2% | $139,434-60.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.51% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,538 | $5,243-70.7% | $4,856-68.3% | $4,751-67.6% |
| Participant deferral / active EE | $8,040 | $8,100-0.7% | $7,758+3.6% | $6,710+19.8% |
| Admin fee / account holder | $344 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |