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 3-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 | $90,789 | $179,726-49.5% | $156,263-41.9% | $142,382-36.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 15.94% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,760 | $5,069-65.3% | $4,333-59.4% | $4,299-59.1% |
| Participant deferral / active EE | $5,744 | $6,956-17.4% | $6,158-6.7% | $6,507-11.7% |
| Admin fee / account holder | $648 | $17,272-96.2% | $14,255-95.5% | $12,624-94.9% |