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 | $45,043 | $148,534-69.7% | $135,903-66.9% | $139,434-67.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.17% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,745 | $5,243-9.5% | $4,856-2.3% | $4,751-0.1% |
| Participant deferral / active EE | $4,745 | $8,100-41.4% | $7,758-38.8% | $6,710-29.3% |
| Admin fee / account holder | $1,152 | $12,400-90.7% | $10,762-89.3% | $11,403-89.9% |