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 | $57,621 | $165,335-65.1% | $149,696-61.5% | $158,922-63.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.29% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,443 | $5,103-71.7% | $4,644-68.9% | $4,761-69.7% |
| Participant deferral / active EE | $2,924 | $7,181-59.3% | $6,842-57.3% | $5,982-51.1% |
| Admin fee / account holder | $468 | $10,807-95.7% | $9,309-95.0% | $11,246-95.8% |