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 | $50,604 | $133,922-62.2% | $116,228-56.5% | $142,382-64.5% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.6%+14.9pp | 80.1%+9.4pp |
| Annual return | 16.94% | 147.76%-130.8pp | 90.06%-73.1pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,617 | $3,446-24.0% | $2,994-12.6% | $4,299-39.1% |
| Participant deferral / active EE | $3,877 | $5,672-31.6% | $4,953-21.7% | $6,507-40.4% |
| Admin fee / account holder | $349 | $14,945-97.7% | $11,989-97.1% | $12,624-97.2% |