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 4-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 | $59,465 | $201,272-70.5% | $184,203-67.7% | $145,922-59.2% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 17.50% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,717 | $9,806+29.7% | $9,131+39.3% | $6,688+90.1% |
| Admin fee / account holder | $1,615 | $16,364-90.1% | $13,901-88.4% | $13,397-87.9% |