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 | $53,915 | $148,534-63.7% | $135,903-60.3% | $139,434-61.3% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 16.04% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $6,168 | $5,243+17.6% | $4,856+27.0% | $4,751+29.8% |
| Participant deferral / active EE | $3,881 | $8,100-52.1% | $7,758-50.0% | $6,710-42.2% |
| Admin fee / account holder | $1,142 | $12,400-90.8% | $10,762-89.4% | $11,403-90.0% |