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 | $53,089 | $177,572-70.1% | $154,803-65.7% | $142,382-62.7% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 17.62% | 65.07%-47.4pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $13,665 | $4,810+184.1% | $4,305+217.4% | $4,299+217.9% |
| Participant deferral / active EE | $6,698 | $6,272+6.8% | $5,540+20.9% | $6,507+2.9% |
| Admin fee / account holder | $709 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |