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 | $49,917 | $217,402-77.0% | $185,823-73.1% | $167,490-70.2% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 16.88% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,507 | $5,873-74.3% | $5,167-70.8% | $4,837-68.8% |
| Participant deferral / active EE | $4,836 | $6,356-23.9% | $5,568-13.1% | $6,341-23.7% |
| Admin fee / account holder | $28,699 | $19,811+44.9% | $16,237+76.8% | $12,309+133.2% |