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 | $56,378 | $159,602-64.7% | $150,045-62.4% | $142,382-60.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 73.83% | 70.24%+3.6pp | 62.55%+11.3pp | 217.08%-143.2pp |
| Employer contribution / active EE | $2,149 | $4,961-56.7% | $4,693-54.2% | $4,299-50.0% |
| Participant deferral / active EE | $5,489 | $8,310-33.9% | $7,997-31.4% | $6,507-15.6% |
| Admin fee / account holder | $7,542 | $14,846-49.2% | $13,435-43.9% | $12,624-40.3% |