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 | $50,347 | $159,602-68.5% | $150,045-66.4% | $142,382-64.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.60% | 70.24%-53.6pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,321 | $4,961-73.4% | $4,693-71.8% | $4,299-69.3% |
| Participant deferral / active EE | $8,873 | $8,310+6.8% | $7,997+11.0% | $6,507+36.4% |
| Admin fee / account holder | $446 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |