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 | $48,189 | $159,602-69.8% | $150,045-67.9% | $142,382-66.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.58% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,395 | $4,961-31.6% | $4,693-27.7% | $4,299-21.0% |
| Participant deferral / active EE | $8,313 | $8,3100% | $7,997+3.9% | $6,507+27.7% |
| Admin fee / account holder | $7,437 | $14,846-49.9% | $13,435-44.6% | $12,624-41.1% |