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 | $47,441 | $177,572-73.3% | $154,803-69.4% | $142,382-66.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.83% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,662 | $4,810-65.5% | $4,305-61.4% | $4,299-61.3% |
| Participant deferral / active EE | $6,670 | $6,272+6.4% | $5,540+20.4% | $6,507+2.5% |
| Admin fee / account holder | $1,439 | $16,786-91.4% | $14,329-90.0% | $12,624-88.6% |