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 10-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 | $56,763 | $198,466-71.4% | $170,442-66.7% | $147,584-61.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.55% | 257.29%-237.7pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,457 | $6,184-76.4% | $5,433-73.2% | $4,876-70.1% |
| Participant deferral / active EE | $4,674 | $5,629-17.0% | $4,939-5.4% | $5,439-14.1% |
| Admin fee / account holder | $2,636 | $16,852-84.4% | $13,880-81.0% | $10,885-75.8% |