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 4-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 | $77,105 | $177,572-56.6% | $154,803-50.2% | $142,382-45.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.40% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,475 | $4,810-27.8% | $4,305-19.3% | $4,299-19.2% |
| Participant deferral / active EE | $17,377 | $6,272+177.1% | $5,540+213.6% | $6,507+167.0% |
| Admin fee / account holder | $29,244 | $16,786+74.2% | $14,329+104.1% | $12,624+131.7% |