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 | $53,418 | $209,832-74.5% | $189,513-71.8% | $167,490-68.1% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 22.78% | 748.27%-725.5pp | 555.15%-532.4pp | 478.56%-455.8pp |
| Employer contribution / active EE | $2,090 | $6,914-69.8% | $6,162-66.1% | $4,837-56.8% |
| Participant deferral / active EE | $4,257 | $8,935-52.4% | $8,221-48.2% | $6,341-32.9% |
| Admin fee / account holder | $3,695 | $14,293-74.2% | $12,045-69.3% | $12,309-70.0% |