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 | $54,197 | $81,632-33.6% | $70,449-23.1% | $158,922-65.9% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 19.30% | 208.40%-189.1pp | 109.03%-89.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,756 | $3,217+16.8% | $2,737+37.3% | $4,761-21.1% |
| Participant deferral / active EE | $8,173 | $4,554+79.5% | $3,709+120.4% | $5,982+36.6% |
| Admin fee / account holder | $6,506 | $6,193+5.1% | $3,845+69.2% | $11,246-42.1% |