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 | $50,195 | $197,591-74.6% | $177,821-71.8% | $158,922-68.4% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 48.15% | 58.76%-10.6pp | 48.32%-0.2pp | 302.83%-254.7pp |
| Employer contribution / active EE | $9,329 | $6,697+39.3% | $5,918+57.6% | $4,761+95.9% |
| Participant deferral / active EE | $16,049 | $8,405+91.0% | $7,714+108.1% | $5,982+168.3% |
| Admin fee / account holder | $8,301 | $15,399-46.1% | $12,427-33.2% | $11,246-26.2% |