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 | $49,371 | $114,381-56.8% | $107,525-54.1% | $142,382-65.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.46% | 242.71%-226.2pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,265 | $4,015-68.5% | $3,754-66.3% | $4,299-70.6% |
| Participant deferral / active EE | $3,518 | $5,564-36.8% | $5,116-31.2% | $6,507-45.9% |
| Admin fee / account holder | $471 | $9,860-95.2% | $8,919-94.7% | $12,624-96.3% |