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 | $52,652 | $111,754-52.9% | $103,333-49.0% | $145,922-63.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 10.79% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,244 | $4,212-23.0% | $3,868-16.1% | $4,660-30.4% |
| Participant deferral / active EE | $6,253 | $5,619+11.3% | $5,057+23.6% | $6,688-6.5% |
| Admin fee / account holder | $335 | $9,750-96.6% | $8,355-96.0% | $13,397-97.5% |