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 | $65,839 | $176,056-62.6% | $159,436-58.7% | $167,490-60.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.25% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,190 | $5,297-77.5% | $4,829-75.4% | $4,837-75.4% |
| Participant deferral / active EE | $5,948 | $7,750-23.3% | $7,352-19.1% | $6,341-6.2% |
| Admin fee / account holder | $583 | $12,554-95.4% | $10,799-94.6% | $12,309-95.3% |