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 | $49,498 | $94,752-47.8% | $112,887-56.2% | $139,434-64.5% |
| Participation rate | 71.4% | 81.3%-9.8pp | 80.5%-9.1pp | 80.3%-8.9pp |
| Annual return | 18.03% | 40.88%-22.9pp | 34.10%-16.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,578 | $4,625-22.6% | $4,563-21.6% | $4,751-24.7% |
| Participant deferral / active EE | $5,351 | $6,512-17.8% | $6,513-17.8% | $6,710-20.2% |
| Admin fee / account holder | $615 | $8,527-92.8% | $7,047-91.3% | $11,403-94.6% |