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 9-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 | $57,312 | $159,602-64.1% | $150,045-61.8% | $142,382-59.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 14.50% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,676 | $4,961-66.2% | $4,693-64.3% | $4,299-61.0% |
| Participant deferral / active EE | $4,835 | $8,310-41.8% | $7,997-39.5% | $6,507-25.7% |
| Admin fee / account holder | $2,115 | $14,846-85.8% | $13,435-84.3% | $12,624-83.2% |