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 | $49,323 | $159,602-69.1% | $150,045-67.1% | $142,382-65.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.40% | 70.24%-52.8pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,516 | $4,961-69.4% | $4,693-67.7% | $4,299-64.7% |
| Participant deferral / active EE | $9,900 | $8,310+19.1% | $7,997+23.8% | $6,507+52.1% |
| Admin fee / account holder | $632 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |