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 | $43,673 | $175,202-75.1% | $149,673-70.8% | $139,434-68.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.09% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $3,052 | $5,474-44.2% | $4,818-36.6% | $4,751-35.8% |
| Participant deferral / active EE | $5,516 | $6,519-15.4% | $5,680-2.9% | $6,710-17.8% |
| Admin fee / account holder | $768 | $16,150-95.2% | $13,210-94.2% | $11,403-93.3% |