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 | $51,635 | $177,572-70.9% | $154,803-66.6% | $142,382-63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 240.79% | 65.07%+175.7pp | 58.88%+181.9pp | 217.08%+23.7pp |
| Employer contribution / active EE | $3,547 | $4,810-26.3% | $4,305-17.6% | $4,299-17.5% |
| Participant deferral / active EE | $6,494 | $6,272+3.6% | $5,540+17.2% | $6,507-0.2% |
| Admin fee / account holder | $862 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |