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 | $58,165 | $109,881-47.1% | $150,045-61.2% | $84,808-31.4% |
| Participation rate | 93.4% | 76.1%+17.3pp | 82.3%+11.1pp | 68.3%+25.1pp |
| Annual return | 48.37% | 28.25%+20.1pp | 62.55%-14.2pp | 40.90%+7.5pp |
| Employer contribution / active EE | $2,515 | $3,561-29.4% | $4,693-46.4% | $2,631-4.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,076 | $8,568-87.4% | $13,435-92.0% | $7,344-85.3% |