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 | $87,415 | $124,319-29.7% | $111,297-21.5% | $167,490-47.8% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 25.87% | 37.44%-11.6pp | 54.65%-28.8pp | 478.56%-452.7pp |
| Employer contribution / active EE | $2,154 | $3,435-37.3% | $2,731-21.1% | $4,837-55.5% |
| Participant deferral / active EE | $3,710 | $5,180-28.4% | $4,487-17.3% | $6,341-41.5% |
| Admin fee / account holder | $612 | $10,618-94.2% | $7,964-92.3% | $12,309-95.0% |