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 5-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 | $47,832 | $177,572-73.1% | $154,803-69.1% | $142,382-66.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.06% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,695 | $4,810-44.0% | $4,305-37.4% | $4,299-37.3% |
| Participant deferral / active EE | $5,403 | $6,272-13.9% | $5,540-2.5% | $6,507-17.0% |
| Admin fee / account holder | $888 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |