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 | $47,391 | $159,901-70.4% | $146,958-67.8% | $145,922-67.5% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 18.14% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,812 | $5,286-46.8% | $4,933-43.0% | $4,660-39.6% |
| Participant deferral / active EE | $6,028 | $8,428-28.5% | $8,070-25.3% | $6,688-9.9% |
| Admin fee / account holder | $896 | $15,044-94.0% | $12,998-93.1% | $13,397-93.3% |