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 | $49,438 | $159,901-69.1% | $146,958-66.4% | $145,922-66.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.73% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,304 | $5,286-56.4% | $4,933-53.3% | $4,660-50.6% |
| Participant deferral / active EE | $3,632 | $8,428-56.9% | $8,070-55.0% | $6,688-45.7% |
| Admin fee / account holder | $674 | $15,044-95.5% | $12,998-94.8% | $13,397-95.0% |