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 5-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 | $72,493 | $148,534-51.2% | $135,903-46.7% | $139,434-48.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.45% | 79.19%-54.7pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,591 | $5,243-69.7% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $5,129 | $8,100-36.7% | $7,758-33.9% | $6,710-23.6% |
| Admin fee / account holder | $962 | $12,400-92.2% | $10,762-91.1% | $11,403-91.6% |