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 | $46,452 | $177,572-73.8% | $154,803-70.0% | $142,382-67.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.14% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,143 | $4,810-13.9% | $4,305-3.8% | $4,299-3.6% |
| Participant deferral / active EE | $5,431 | $6,272-13.4% | $5,540-2.0% | $6,507-16.5% |
| Admin fee / account holder | $3,453 | $16,786-79.4% | $14,329-75.9% | $12,624-72.7% |