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 | $51,257 | $165,335-69.0% | $149,696-65.8% | $158,922-67.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.56% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,937 | $5,103-62.0% | $4,644-58.3% | $4,761-59.3% |
| Participant deferral / active EE | $6,606 | $7,181-8.0% | $6,842-3.4% | $5,982+10.4% |
| Admin fee / account holder | $980 | $10,807-90.9% | $9,309-89.5% | $11,246-91.3% |