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 4-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 | $57,638 | $159,602-63.9% | $150,045-61.6% | $142,382-59.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 21.96% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $12,751 | $4,961+157.1% | $4,693+171.7% | $4,299+196.6% |
| Participant deferral / active EE | $7,949 | $8,310-4.4% | $7,997-0.6% | $6,507+22.1% |
| Admin fee / account holder | $347 | $14,846-97.7% | $13,435-97.4% | $12,624-97.3% |