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 | $46,506 | $177,572-73.8% | $154,803-70.0% | $142,382-67.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.09% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,576 | $4,810-67.2% | $4,305-63.4% | $4,299-63.3% |
| Participant deferral / active EE | $5,585 | $6,272-10.9% | $5,540+0.8% | $6,507-14.2% |
| Admin fee / account holder | $1,815 | $16,786-89.2% | $14,329-87.3% | $12,624-85.6% |