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 10-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 | $62,106 | $165,335-62.4% | $149,696-58.5% | $158,922-60.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 45.21% | 348.15%-302.9pp | 276.60%-231.4pp | 302.83%-257.6pp |
| Employer contribution / active EE | $3,446 | $5,103-32.5% | $4,644-25.8% | $4,761-27.6% |
| Participant deferral / active EE | $6,440 | $7,181-10.3% | $6,842-5.9% | $5,982+7.7% |
| Admin fee / account holder | $9,366 | $10,807-13.3% | $9,309+0.6% | $11,246-16.7% |