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 | $62,460 | $165,984-62.4% | $164,813-62.1% | $145,922-57.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 12.43% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,590 | $5,273-31.9% | $4,341-17.3% | $4,660-23.0% |
| Participant deferral / active EE | $8,836 | $6,959+27.0% | $6,031+46.5% | $6,688+32.1% |
| Admin fee / account holder | $1,075 | $16,648-93.5% | $12,690-91.5% | $13,397-92.0% |