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 | $51,314 | $185,822-72.4% | $169,993-69.8% | $139,434-63.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 49.51% | 60.50%-11.0pp | 53.37%-3.9pp | 372.94%-323.4pp |
| Employer contribution / active EE | $1,624 | $7,590-78.6% | $6,785-76.1% | $4,751-65.8% |
| Participant deferral / active EE | $11,331 | $11,622-2.5% | $10,408+8.9% | $6,710+68.9% |
| Admin fee / account holder | $312 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |