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 | $59,175 | $172,478-65.7% | $145,661-59.4% | $142,382-58.4% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.2%-3.9pp | 80.1%-6.8pp |
| Annual return | 15.10% | 151.09%-136.0pp | 101.46%-86.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,503 | $4,899-28.5% | $4,238-17.3% | $4,299-18.5% |
| Participant deferral / active EE | $6,729 | $8,348-19.4% | $7,198-6.5% | $6,507+3.4% |
| Admin fee / account holder | $4,979 | $16,864-70.5% | $12,466-60.1% | $12,624-60.6% |