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 6-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 | $55,980 | $114,381-51.1% | $107,525-47.9% | $142,382-60.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.32% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,565 | $4,015-36.1% | $3,754-31.7% | $4,299-40.3% |
| Participant deferral / active EE | $4,934 | $5,564-11.3% | $5,116-3.6% | $6,507-24.2% |
| Admin fee / account holder | $506 | $9,860-94.9% | $8,919-94.3% | $12,624-96.0% |