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 7-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 | $50,532 | $165,335-69.4% | $149,696-66.2% | $158,922-68.2% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 21.59% | 348.15%-326.6pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $3,188 | $5,103-37.5% | $4,644-31.4% | $4,761-33.0% |
| Participant deferral / active EE | $7,744 | $7,181+7.8% | $6,842+13.2% | $5,982+29.4% |
| Admin fee / account holder | $3,738 | $10,807-65.4% | $9,309-59.8% | $11,246-66.8% |