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 5-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 | $56,916 | $140,940-59.6% | $112,229-49.3% | $139,434-59.2% |
| Participation rate | 92.9% | 79.2%+13.7pp | 72.4%+20.4pp | 80.3%+12.5pp |
| Annual return | 14.19% | 32.71%-18.5pp | 30.20%-16.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,398 | $4,283-67.4% | $3,430-59.3% | $4,751-70.6% |
| Participant deferral / active EE | $2,433 | $5,874-58.6% | $4,798-49.3% | $6,710-63.7% |
| Admin fee / account holder | $1,559 | $9,954-84.3% | $7,748-79.9% | $11,403-86.3% |