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 | $62,359 | $210,648-70.4% | $177,989-65.0% | $145,922-57.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.55% | 385.86%-376.3pp | 294.48%-284.9pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,993 | $4,565-56.3% | $3,949-49.5% | $4,660-57.2% |
| Participant deferral / active EE | $4,392 | $6,958-36.9% | $6,276-30.0% | $6,688-34.3% |
| Admin fee / account holder | $11,360 | $12,013-5.4% | $10,363+9.6% | $13,397-15.2% |