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 4-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 | $51,521 | $177,572-71.0% | $154,803-66.7% | $142,382-63.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.09% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,977 | $4,810-58.9% | $4,305-54.1% | $4,299-54.0% |
| Participant deferral / active EE | $8,957 | $6,272+42.8% | $5,540+61.7% | $6,507+37.6% |
| Admin fee / account holder | $998 | $16,786-94.1% | $14,329-93.0% | $12,624-92.1% |