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 | $51,142 | $202,432-74.7% | $169,368-69.8% | $139,434-63.3% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 13.72% | 531.74%-518.0pp | 405.60%-391.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,767 | $4,692-62.3% | $4,013-56.0% | $4,751-62.8% |
| Participant deferral / active EE | $6,701 | $6,938-3.4% | $6,221+7.7% | $6,710-0.1% |
| Admin fee / account holder | $849 | $10,708-92.1% | $9,003-90.6% | $11,403-92.6% |