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 | $48,963 | $159,602-69.3% | $150,045-67.4% | $142,382-65.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 17.67% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,680 | $4,961-46.0% | $4,693-42.9% | $4,299-37.7% |
| Participant deferral / active EE | $7,728 | $8,310-7.0% | $7,997-3.4% | $6,507+18.8% |
| Admin fee / account holder | $994 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |