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 | $58,774 | $114,381-48.6% | $107,525-45.3% | $142,382-58.7% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 16.10% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,656 | $4,015-58.8% | $3,754-55.9% | $4,299-61.5% |
| Participant deferral / active EE | $8,416 | $5,564+51.3% | $5,116+64.5% | $6,507+29.3% |
| Admin fee / account holder | $7,206 | $9,860-26.9% | $8,919-19.2% | $12,624-42.9% |