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 | $48,293 | $159,901-69.8% | $146,958-67.1% | $145,922-66.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.43% | 98.13%-77.7pp | 418.34%-397.9pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,407 | $5,286-73.4% | $4,933-71.5% | $4,660-69.8% |
| Participant deferral / active EE | $5,927 | $8,428-29.7% | $8,070-26.6% | $6,688-11.4% |
| Admin fee / account holder | $946 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |