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 5-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 | $63,368 | $183,519-65.5% | $155,509-59.3% | $145,922-56.6% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 10.14% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,012 | $5,313-43.3% | $4,672-35.5% | $4,660-35.3% |
| Participant deferral / active EE | $4,263 | $6,462-34.0% | $5,626-24.2% | $6,688-36.3% |
| Admin fee / account holder | $1,949 | $19,313-89.9% | $15,912-87.8% | $13,397-85.5% |