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 | $54,796 | $158,398-65.4% | $126,539-56.7% | $142,382-61.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 19.56% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,661 | $4,650-42.8% | $3,674-27.6% | $4,299-38.1% |
| Participant deferral / active EE | $6,480 | $4,767+35.9% | $4,083+58.7% | $6,507-0.4% |
| Admin fee / account holder | $488 | $6,918-92.9% | $6,065-92.0% | $12,624-96.1% |