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 | $49,934 | $159,602-68.7% | $150,045-66.7% | $142,382-64.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.67% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $6,608 | $4,961+33.2% | $4,693+40.8% | $4,299+53.7% |
| Participant deferral / active EE | $4,474 | $8,310-46.2% | $7,997-44.1% | $6,507-31.2% |
| Admin fee / account holder | $3,727 | $14,846-74.9% | $13,435-72.3% | $12,624-70.5% |