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 | $59,764 | $177,572-66.3% | $154,803-61.4% | $142,382-58.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.02% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,868 | $4,810-61.2% | $4,305-56.6% | $4,299-56.5% |
| Participant deferral / active EE | $7,164 | $6,272+14.2% | $5,540+29.3% | $6,507+10.1% |
| Admin fee / account holder | $11,458 | $16,786-31.7% | $14,329-20.0% | $12,624-9.2% |