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 | $56,674 | $117,841-51.9% | $102,423-44.7% | $145,922-61.2% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 26.34% | 31.65%-5.3pp | 29.32%-3.0pp | 561.29%-534.9pp |
| Employer contribution / active EE | $2,020 | $3,615-44.1% | $3,023-33.2% | $4,660-56.6% |
| Participant deferral / active EE | $5,667 | $5,731-1.1% | $5,053+12.1% | $6,688-15.3% |
| Admin fee / account holder | $1,088 | $13,326-91.8% | $9,451-88.5% | $13,397-91.9% |