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 | $52,407 | $165,984-68.4% | $164,813-68.2% | $145,922-64.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 16.79% | 100.03%-83.2pp | 69.93%-53.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,552 | $5,273-70.6% | $4,341-64.2% | $4,660-66.7% |
| Participant deferral / active EE | $2,483 | $6,959-64.3% | $6,031-58.8% | $6,688-62.9% |
| Admin fee / account holder | $1,645 | $16,648-90.1% | $12,690-87.0% | $13,397-87.7% |