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 | $51,209 | $127,065-59.7% | $113,168-54.7% | $142,382-64.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 18.09% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,167 | $3,442-8.0% | $2,975+6.5% | $4,299-26.3% |
| Participant deferral / active EE | $7,873 | $5,716+37.7% | $5,107+54.2% | $6,507+21.0% |
| Admin fee / account holder | $726 | $15,736-95.4% | $12,068-94.0% | $12,624-94.3% |