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 | $55,118 | $201,272-72.6% | $184,203-70.1% | $145,922-62.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 17.55% | 29.00%-11.4pp | 28.81%-11.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,678 | $7,022-47.6% | $6,427-42.8% | $4,660-21.1% |
| Participant deferral / active EE | $6,441 | $9,806-34.3% | $9,131-29.5% | $6,688-3.7% |
| Admin fee / account holder | $1,060 | $16,364-93.5% | $13,901-92.4% | $13,397-92.1% |