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 | $52,845 | $197,591-73.3% | $177,821-70.3% | $158,922-66.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 32.27% | 58.76%-26.5pp | 48.32%-16.1pp | 302.83%-270.6pp |
| Employer contribution / active EE | $8,478 | $6,697+26.6% | $5,918+43.2% | $4,761+78.1% |
| Participant deferral / active EE | $4,111 | $8,405-51.1% | $7,714-46.7% | $5,982-31.3% |
| Admin fee / account holder | $674 | $15,399-95.6% | $12,427-94.6% | $11,246-94.0% |