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 | $55,280 | $159,901-65.4% | $146,958-62.4% | $145,922-62.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 17.04% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,127 | $5,286-40.8% | $4,933-36.6% | $4,660-32.9% |
| Participant deferral / active EE | $7,226 | $8,428-14.3% | $8,070-10.5% | $6,688+8.0% |
| Admin fee / account holder | $522 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |