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 9-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 | $47,002 | $209,411-77.6% | $178,490-73.7% | $158,922-70.4% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 16.27% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $5,662 | $5,706-0.8% | $5,011+13.0% | $4,761+18.9% |
| Participant deferral / active EE | $3,591 | $5,954-39.7% | $5,202-31.0% | $5,982-40.0% |
| Admin fee / account holder | $368 | $17,074-97.8% | $13,984-97.4% | $11,246-96.7% |