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 | $47,337 | $177,572-73.3% | $154,803-69.4% | $142,382-66.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 36.48% | 65.07%-28.6pp | 58.88%-22.4pp | 217.08%-180.6pp |
| Employer contribution / active EE | $2,677 | $4,810-44.4% | $4,305-37.8% | $4,299-37.7% |
| Participant deferral / active EE | $5,306 | $6,272-15.4% | $5,540-4.2% | $6,507-18.5% |
| Admin fee / account holder | $970 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |