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 | $53,863 | $175,202-69.3% | $149,673-64.0% | $139,434-61.4% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.00% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,552 | $5,474-71.7% | $4,818-67.8% | $4,751-67.3% |
| Participant deferral / active EE | $5,748 | $6,519-11.8% | $5,680+1.2% | $6,710-14.3% |
| Admin fee / account holder | $559 | $16,150-96.5% | $13,210-95.8% | $11,403-95.1% |