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 9-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 | $60,760 | $165,335-63.3% | $149,696-59.4% | $158,922-61.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.40% | 348.15%-338.7pp | 276.60%-267.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,250 | $5,103-55.9% | $4,644-51.6% | $4,761-52.7% |
| Participant deferral / active EE | $4,073 | $7,181-43.3% | $6,842-40.5% | $5,982-31.9% |
| Admin fee / account holder | $4,707 | $10,807-56.4% | $9,309-49.4% | $11,246-58.1% |