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 | $49,440 | $175,202-71.8% | $149,673-67.0% | $139,434-64.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.70% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,819 | $5,474-48.5% | $4,818-41.5% | $4,751-40.7% |
| Participant deferral / active EE | $3,782 | $6,519-42.0% | $5,680-33.4% | $6,710-43.6% |
| Admin fee / account holder | $4,760 | $16,150-70.5% | $13,210-64.0% | $11,403-58.3% |