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 | $47,581 | $85,022-44.0% | $70,515-32.5% | $139,434-65.9% |
| Participation rate | 85.0% | 73.9%+11.1pp | 68.3%+16.7pp | 80.3%+4.7pp |
| Annual return | 31.55% | 30.38%+1.2pp | 32.77%-1.2pp | 372.94%-341.4pp |
| Employer contribution / active EE | $4,626 | $3,909+18.3% | $2,973+55.6% | $4,751-2.6% |
| Participant deferral / active EE | $7,374 | $5,890+25.2% | $4,567+61.5% | $6,710+9.9% |
| Admin fee / account holder | $2,143 | $8,906-75.9% | $6,412-66.6% | $11,403-81.2% |