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 10-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 | $56,367 | $177,572-68.3% | $154,803-63.6% | $142,382-60.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 17.09% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,947 | $4,810-38.7% | $4,305-31.6% | $4,299-31.5% |
| Participant deferral / active EE | $7,095 | $6,272+13.1% | $5,540+28.1% | $6,507+9.0% |
| Admin fee / account holder | $2,012 | $16,786-88.0% | $14,329-86.0% | $12,624-84.1% |