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 3-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 | $47,611 | $183,519-74.1% | $155,509-69.4% | $145,922-67.4% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 12.68% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,592 | $5,313-32.4% | $4,672-23.1% | $4,660-22.9% |
| Participant deferral / active EE | $5,483 | $6,462-15.2% | $5,626-2.5% | $6,688-18.0% |
| Admin fee / account holder | $606 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |