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 | $46,576 | $183,519-74.6% | $155,509-70.0% | $145,922-68.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.25% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,585 | $5,313-13.7% | $4,672-1.9% | $4,660-1.6% |
| Participant deferral / active EE | $9,200 | $6,462+42.4% | $5,626+63.5% | $6,688+37.6% |
| Admin fee / account holder | $433 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |