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 6-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 | $46,725 | $217,402-78.5% | $185,823-74.9% | $167,490-72.1% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 17.95% | 148.36%-130.4pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,060 | $5,873-64.9% | $5,167-60.1% | $4,837-57.4% |
| Participant deferral / active EE | $4,026 | $6,356-36.7% | $5,568-27.7% | $6,341-36.5% |
| Admin fee / account holder | $1,367 | $19,811-93.1% | $16,237-91.6% | $12,309-88.9% |