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 | $54,405 | $175,202-68.9% | $149,673-63.7% | $139,434-61.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.48% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,478 | $5,474-36.5% | $4,818-27.8% | $4,751-26.8% |
| Participant deferral / active EE | $15,572 | $6,519+138.9% | $5,680+174.2% | $6,710+132.1% |
| Admin fee / account holder | $785 | $16,150-95.1% | $13,210-94.1% | $11,403-93.1% |