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 8-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 | $52,639 | $114,381-54.0% | $107,525-51.0% | $142,382-63.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 16.67% | 242.71%-226.0pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,534 | $4,015-61.8% | $3,754-59.1% | $4,299-64.3% |
| Participant deferral / active EE | $2,910 | $5,564-47.7% | $5,116-43.1% | $6,507-55.3% |
| Admin fee / account holder | $6,609 | $9,860-33.0% | $8,919-25.9% | $12,624-47.6% |