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 6-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 | $67,392 | $175,202-61.5% | $149,673-55.0% | $139,434-51.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 17.39% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,807 | $5,474-30.5% | $4,818-21.0% | $4,751-19.9% |
| Participant deferral / active EE | $5,329 | $6,519-18.2% | $5,680-6.2% | $6,710-20.6% |
| Admin fee / account holder | $1,872 | $16,150-88.4% | $13,210-85.8% | $11,403-83.6% |