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 | $45,407 | $176,056-74.2% | $159,436-71.5% | $167,490-72.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.45% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,402 | $5,297-35.8% | $4,829-29.6% | $4,837-29.7% |
| Participant deferral / active EE | $7,647 | $7,750-1.3% | $7,352+4.0% | $6,341+20.6% |
| Admin fee / account holder | $2,412 | $12,554-80.8% | $10,799-77.7% | $12,309-80.4% |