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 | $50,346 | $183,519-72.6% | $155,509-67.6% | $145,922-65.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.71% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,289 | $5,313-38.1% | $4,672-29.6% | $4,660-29.4% |
| Participant deferral / active EE | $7,409 | $6,462+14.6% | $5,626+31.7% | $6,688+10.8% |
| Admin fee / account holder | $817 | $19,313-95.8% | $15,912-94.9% | $13,397-93.9% |