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 | $57,768 | $159,901-63.9% | $146,958-60.7% | $145,922-60.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.58% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $6,557 | $5,286+24.0% | $4,933+32.9% | $4,660+40.7% |
| Participant deferral / active EE | $12,332 | $8,428+46.3% | $8,070+52.8% | $6,688+84.4% |
| Admin fee / account holder | $19,458 | $15,044+29.3% | $12,998+49.7% | $13,397+45.2% |