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 | $55,332 | $133,922-58.7% | $116,228-52.4% | $142,382-61.1% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.6%-4.0pp | 80.1%-9.5pp |
| Annual return | 15.13% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,764 | $3,446-48.8% | $2,994-41.1% | $4,299-59.0% |
| Participant deferral / active EE | $3,305 | $5,672-41.7% | $4,953-33.3% | $6,507-49.2% |
| Admin fee / account holder | $2,107 | $14,945-85.9% | $11,989-82.4% | $12,624-83.3% |