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 7-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 | $56,526 | $157,256-64.1% | $141,162-60.0% | $152,861-63.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 27.18% | 64.32%-37.1pp | 71.39%-44.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,528 | $5,261-32.9% | $4,735-25.5% | $4,762-25.9% |
| Participant deferral / active EE | $12,778 | $7,109+79.7% | $6,709+90.5% | $5,850+118.4% |
| Admin fee / account holder | $12,590 | $12,120+3.9% | $10,261+22.7% | $11,596+8.6% |