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 10-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 | $61,398 | $165,984-63.0% | $164,813-62.7% | $145,922-57.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.10% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,160 | $5,273-78.0% | $4,341-73.3% | $4,660-75.1% |
| Participant deferral / active EE | $3,083 | $6,959-55.7% | $6,031-48.9% | $6,688-53.9% |
| Admin fee / account holder | $2,031 | $16,648-87.8% | $12,690-84.0% | $13,397-84.8% |