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 | $56,860 | $177,572-68.0% | $154,803-63.3% | $142,382-60.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.00% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,916 | $4,810-60.2% | $4,305-55.5% | $4,299-55.4% |
| Participant deferral / active EE | $3,828 | $6,272-39.0% | $5,540-30.9% | $6,507-41.2% |
| Admin fee / account holder | $2,556 | $16,786-84.8% | $14,329-82.2% | $12,624-79.8% |