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 | $45,664 | $100,852-54.7% | $90,404-49.5% | $158,922-71.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.89% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,326 | $3,689-37.0% | $3,262-28.7% | $4,761-51.2% |
| Participant deferral / active EE | $3,819 | $4,348-12.2% | $3,963-3.6% | $5,982-36.2% |
| Admin fee / account holder | $16,178 | $6,501+148.8% | $5,611+188.3% | $11,246+43.9% |