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 3-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 | $51,517 | $177,572-71.0% | $154,803-66.7% | $142,382-63.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 15.87% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,910 | $4,810-60.3% | $4,305-55.6% | $4,299-55.6% |
| Participant deferral / active EE | $5,330 | $6,272-15.0% | $5,540-3.8% | $6,507-18.1% |
| Admin fee / account holder | $419 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |