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 3-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 | $48,137 | $159,901-69.9% | $146,958-67.2% | $145,922-67.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 16.11% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,693 | $5,286-49.1% | $4,933-45.4% | $4,660-42.2% |
| Participant deferral / active EE | $4,853 | $8,428-42.4% | $8,070-39.9% | $6,688-27.4% |
| Admin fee / account holder | $10,676 | $15,044-29.0% | $12,998-17.9% | $13,397-20.3% |