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 10-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 | $47,381 | $176,056-73.1% | $159,436-70.3% | $167,490-71.7% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 13.04% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,672 | $5,297-30.7% | $4,829-24.0% | $4,837-24.1% |
| Participant deferral / active EE | $5,660 | $7,750-27.0% | $7,352-23.0% | $6,341-10.7% |
| Admin fee / account holder | $2,044 | $12,554-83.7% | $10,799-81.1% | $12,309-83.4% |