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 | $52,665 | $127,065-58.6% | $113,168-53.5% | $142,382-63.0% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 48.97% | 24.03%+24.9pp | 24.27%+24.7pp | 217.08%-168.1pp |
| Employer contribution / active EE | $4,716 | $3,442+37.0% | $2,975+58.5% | $4,299+9.7% |
| Participant deferral / active EE | $8,502 | $5,716+48.7% | $5,107+66.5% | $6,507+30.7% |
| Admin fee / account holder | $7,741 | $15,736-50.8% | $12,068-35.9% | $12,624-38.7% |