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 | $44,571 | $183,519-75.7% | $155,509-71.3% | $145,922-69.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 15.46% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,061 | $5,313-42.4% | $4,672-34.5% | $4,660-34.3% |
| Participant deferral / active EE | $3,991 | $6,462-38.2% | $5,626-29.1% | $6,688-40.3% |
| Admin fee / account holder | $456 | $19,313-97.6% | $15,912-97.1% | $13,397-96.6% |