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 10-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 | $54,985 | $148,534-63.0% | $135,903-59.5% | $139,434-60.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.44% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,003 | $5,243-61.8% | $4,856-58.8% | $4,751-57.8% |
| Participant deferral / active EE | $3,137 | $8,100-61.3% | $7,758-59.6% | $6,710-53.3% |
| Admin fee / account holder | $568 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |