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 | $55,927 | $177,572-68.5% | $154,803-63.9% | $142,382-60.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 27.00% | 65.07%-38.1pp | 58.88%-31.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,784 | $4,810-62.9% | $4,305-58.6% | $4,299-58.5% |
| Participant deferral / active EE | $6,533 | $6,272+4.2% | $5,540+17.9% | $6,507+0.4% |
| Admin fee / account holder | $824 | $16,786-95.1% | $14,329-94.2% | $12,624-93.5% |