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 8-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 | $48,901 | $149,734-67.3% | $118,925-58.9% | $158,922-69.2% |
| Participation rate | 82.4% | 82.1%+0.3pp | 75.4%+7.0pp | 82.0%+0.4pp |
| Annual return | 20.79% | 19.95%+0.8pp | 35.88%-15.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,019 | $4,115-26.6% | $3,263-7.5% | $4,761-36.6% |
| Participant deferral / active EE | $4,759 | $5,223-8.9% | $4,265+11.6% | $5,982-20.5% |
| Admin fee / account holder | $1,150 | $8,603-86.6% | $6,581-82.5% | $11,246-89.8% |