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 3-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 | $54,599 | $159,901-65.9% | $146,958-62.8% | $145,922-62.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.57% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,548 | $5,286-70.7% | $4,933-68.6% | $4,660-66.8% |
| Participant deferral / active EE | $6,093 | $8,428-27.7% | $8,070-24.5% | $6,688-8.9% |
| Admin fee / account holder | $1,262 | $15,044-91.6% | $12,998-90.3% | $13,397-90.6% |