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 5-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 | $58,337 | $183,519-68.2% | $155,509-62.5% | $145,922-60.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.98% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $5,543 | $5,313+4.3% | $4,672+18.6% | $4,660+19.0% |
| Participant deferral / active EE | $7,567 | $6,462+17.1% | $5,626+34.5% | $6,688+13.1% |
| Admin fee / account holder | $1,386 | $19,313-92.8% | $15,912-91.3% | $13,397-89.7% |