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 | $49,569 | $159,602-68.9% | $150,045-67.0% | $142,382-65.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 30.53% | 70.24%-39.7pp | 62.55%-32.0pp | 217.08%-186.5pp |
| Employer contribution / active EE | $1,891 | $4,961-61.9% | $4,693-59.7% | $4,299-56.0% |
| Participant deferral / active EE | $5,316 | $8,310-36.0% | $7,997-33.5% | $6,507-18.3% |
| Admin fee / account holder | $691 | $14,846-95.3% | $13,435-94.9% | $12,624-94.5% |