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 6-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 | $52,136 | $209,411-75.1% | $178,490-70.8% | $158,922-67.2% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 10.03% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,227 | $5,706-43.4% | $5,011-35.6% | $4,761-32.2% |
| Participant deferral / active EE | $3,155 | $5,954-47.0% | $5,202-39.3% | $5,982-47.3% |
| Admin fee / account holder | $957 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |