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 | $51,286 | $177,572-71.1% | $154,803-66.9% | $142,382-64.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 17.86% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,415 | $4,810-49.8% | $4,305-43.9% | $4,299-43.8% |
| Participant deferral / active EE | $7,264 | $6,272+15.8% | $5,540+31.1% | $6,507+11.6% |
| Admin fee / account holder | $1,138 | $16,786-93.2% | $14,329-92.1% | $12,624-91.0% |