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 7-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 | $50,302 | $209,411-76.0% | $178,490-71.8% | $158,922-68.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 393.29% | 188.75%+204.5pp | 151.07%+242.2pp | 302.83%+90.5pp |
| Employer contribution / active EE | $1,435 | $5,706-74.8% | $5,011-71.4% | $4,761-69.9% |
| Participant deferral / active EE | $8,232 | $5,954+38.2% | $5,202+58.2% | $5,982+37.6% |
| Admin fee / account holder | $312 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |