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 | $47,411 | $159,602-70.3% | $150,045-68.4% | $142,382-66.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.14% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,138 | $4,961+23.7% | $4,693+30.8% | $4,299+42.8% |
| Participant deferral / active EE | $18,003 | $8,310+116.6% | $7,997+125.1% | $6,507+176.7% |
| Admin fee / account holder | $30,268 | $14,846+103.9% | $13,435+125.3% | $12,624+139.8% |