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 5-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 | $56,118 | $214,378-73.8% | $200,582-72.0% | $142,382-60.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 15.57% | 46.41%-30.8pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,492 | $6,841-78.2% | $6,419-76.8% | $4,299-65.3% |
| Participant deferral / active EE | $4,079 | $9,865-58.6% | $9,331-56.3% | $6,507-37.3% |
| Admin fee / account holder | $402 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |