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 | $81,429 | $197,591-58.8% | $177,821-54.2% | $158,922-48.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 23.75% | 58.76%-35.0pp | 48.32%-24.6pp | 302.83%-279.1pp |
| Employer contribution / active EE | $4,152 | $6,697-38.0% | $5,918-29.8% | $4,761-12.8% |
| Participant deferral / active EE | $10,681 | $8,405+27.1% | $7,714+38.5% | $5,982+78.6% |
| Admin fee / account holder | $11,239 | $15,399-27.0% | $12,427-9.6% | $11,246-0.1% |