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 | $49,067 | $133,922-63.4% | $116,228-57.8% | $142,382-65.5% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 13.61% | 147.76%-134.2pp | 90.06%-76.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,521 | $5,672+50.2% | $4,953+72.0% | $6,507+30.9% |
| Admin fee / account holder | $12,190 | $14,945-18.4% | $11,989+1.7% | $12,624-3.4% |