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 8-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 | $58,016 | $127,777-54.6% | $106,548-45.5% | $167,490-65.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 8.86% | 33.87%-25.0pp | 26.80%-17.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $5,705 | $3,427+66.5% | $2,819+102.4% | $4,837+17.9% |
| Participant deferral / active EE | $5,875 | $5,087+15.5% | $4,398+33.6% | $6,341-7.4% |
| Admin fee / account holder | $386 | $11,228-96.6% | $7,407-94.8% | $12,309-96.9% |