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 | $62,283 | $190,805-67.4% | $159,960-61.1% | $134,475-53.7% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | 10.50% | 552.23%-541.7pp | 408.60%-398.1pp | 417.96%-407.5pp |
| Employer contribution / active EE | $3,201 | $4,995-35.9% | $4,226-24.3% | $4,740-32.5% |
| Participant deferral / active EE | $7,227 | $6,923+4.4% | $6,182+16.9% | $6,400+12.9% |
| Admin fee / account holder | $313 | $10,471-97.0% | $8,698-96.4% | $11,426-97.3% |