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 | $44,628 | $114,381-61.0% | $107,525-58.5% | $142,382-68.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 17.19% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,887 | $4,015-53.0% | $3,754-49.7% | $4,299-56.1% |
| Participant deferral / active EE | $5,786 | $5,564+4.0% | $5,116+13.1% | $6,507-11.1% |
| Admin fee / account holder | $603 | $9,860-93.9% | $8,919-93.2% | $12,624-95.2% |