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 | $64,472 | $114,381-43.6% | $107,525-40.0% | $142,382-54.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.13% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,477 | $4,015-63.2% | $3,754-60.6% | $4,299-65.6% |
| Participant deferral / active EE | $4,627 | $5,564-16.8% | $5,116-9.5% | $6,507-28.9% |
| Admin fee / account holder | $1,080 | $9,860-89.0% | $8,919-87.9% | $12,624-91.4% |