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 7-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 | $44,909 | $176,056-74.5% | $159,436-71.8% | $167,490-73.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 28.18% | 331.75%-303.6pp | 263.57%-235.4pp | 478.56%-450.4pp |
| Employer contribution / active EE | $3,048 | $5,297-42.5% | $4,829-36.9% | $4,837-37.0% |
| Participant deferral / active EE | $10,003 | $7,750+29.1% | $7,352+36.1% | $6,341+57.7% |
| Admin fee / account holder | $1,588 | $12,554-87.4% | $10,799-85.3% | $12,309-87.1% |