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 | $58,666 | $93,571-37.3% | $135,903-56.8% | $75,163-21.9% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 21.25% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,065 | $3,537-41.6% | $4,856-57.5% | $2,670-22.7% |
| Participant deferral / active EE | $6,170 | $6,404-3.7% | $7,758-20.5% | $4,125+49.6% |
| Admin fee / account holder | $423 | $6,975-93.9% | $10,762-96.1% | $5,651-92.5% |