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 | $52,832 | $159,901-67.0% | $146,958-64.0% | $145,922-63.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.49% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,673 | $5,286-30.5% | $4,933-25.5% | $4,660-21.2% |
| Participant deferral / active EE | $9,975 | $8,428+18.4% | $8,070+23.6% | $6,688+49.2% |
| Admin fee / account holder | $4,943 | $15,044-67.1% | $12,998-62.0% | $13,397-63.1% |