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 9-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 | $61,673 | $159,602-61.4% | $150,045-58.9% | $142,382-56.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 27.71% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,309 | $8,310+48.1% | $7,997+53.9% | $6,507+89.2% |
| Admin fee / account holder | $44,654 | $14,846+200.8% | $13,435+232.4% | $12,624+253.7% |