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 9-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 | $51,668 | $209,411-75.3% | $178,490-71.1% | $158,922-67.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 11.84% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,269 | $5,706-77.8% | $5,011-74.7% | $4,761-73.4% |
| Participant deferral / active EE | $3,113 | $5,954-47.7% | $5,202-40.2% | $5,982-48.0% |
| Admin fee / account holder | $1,250 | $17,074-92.7% | $13,984-91.1% | $11,246-88.9% |