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 | $44,991 | $89,753-49.9% | $107,525-58.2% | $84,808-46.9% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 21.32% | 29.48%-8.2pp | 181.32%-160.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $6,561 | $3,113+110.7% | $3,754+74.8% | $2,631+149.4% |
| Participant deferral / active EE | $6,234 | $4,056+53.7% | $5,116+21.9% | $4,212+48.0% |
| Admin fee / account holder | $939 | $7,222-87.0% | $8,919-89.5% | $7,344-87.2% |