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 | $65,938 | $165,335-60.1% | $149,696-56.0% | $158,922-58.5% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 15.30% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,888 | $5,103-63.0% | $4,644-59.3% | $4,761-60.3% |
| Participant deferral / active EE | $3,529 | $7,181-50.9% | $6,842-48.4% | $5,982-41.0% |
| Admin fee / account holder | $527 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |