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 4-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 | $55,746 | $74,888-25.6% | $71,209-21.7% | $142,382-60.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 13.55% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,519 | $2,854-11.7% | $2,721-7.4% | $4,299-41.4% |
| Participant deferral / active EE | $9,944 | $4,454+123.2% | $4,175+138.2% | $6,507+52.8% |
| Admin fee / account holder | $867 | $5,568-84.4% | $5,349-83.8% | $12,624-93.1% |