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 | $44,963 | $175,202-74.3% | $149,673-70.0% | $139,434-67.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.10% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,563 | $5,474-71.4% | $4,818-67.6% | $4,751-67.1% |
| Participant deferral / active EE | $5,318 | $6,519-18.4% | $5,680-6.4% | $6,710-20.7% |
| Admin fee / account holder | $822 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |