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 | $47,546 | $114,381-58.4% | $107,525-55.8% | $142,382-66.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 166.51% | 242.71%-76.2pp | 181.32%-14.8pp | 217.08%-50.6pp |
| Employer contribution / active EE | $978 | $4,015-75.6% | $3,754-74.0% | $4,299-77.3% |
| Participant deferral / active EE | $1,676 | $5,564-69.9% | $5,116-67.2% | $6,507-74.2% |
| Admin fee / account holder | $2,517 | $9,860-74.5% | $8,919-71.8% | $12,624-80.1% |