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 | $56,155 | $175,202-67.9% | $149,673-62.5% | $139,434-59.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 36.80% | 166.71%-129.9pp | 134.42%-97.6pp | 372.94%-336.1pp |
| Employer contribution / active EE | $3,051 | $5,474-44.3% | $4,818-36.7% | $4,751-35.8% |
| Participant deferral / active EE | $11,389 | $6,519+74.7% | $5,680+100.5% | $6,710+69.7% |
| Admin fee / account holder | $319 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |