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 | $49,007 | $102,317-52.1% | $146,958-66.7% | $80,856-39.4% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 18.50% | 134.76%-116.3pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,863 | $3,713-49.8% | $4,933-62.2% | $2,755-32.4% |
| Participant deferral / active EE | $6,554 | $6,644-1.3% | $8,070-18.8% | $4,296+52.6% |
| Admin fee / account holder | $492 | $7,941-93.8% | $12,998-96.2% | $6,918-92.9% |