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 | $55,232 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.85% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,988 | $5,261-62.2% | $4,735-58.0% | $4,762-58.3% |
| Participant deferral / active EE | $3,321 | $7,109-53.3% | $6,709-50.5% | $5,850-43.2% |
| Admin fee / account holder | $12,923 | $12,120+6.6% | $10,261+25.9% | $11,596+11.4% |