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 | $51,396 | $177,572-71.1% | $154,803-66.8% | $142,382-63.9% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 21.65% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,059 | $4,810-57.2% | $4,305-52.2% | $4,299-52.1% |
| Participant deferral / active EE | $5,682 | $6,272-9.4% | $5,540+2.6% | $6,507-12.7% |
| Admin fee / account holder | $903 | $16,786-94.6% | $14,329-93.7% | $12,624-92.8% |