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 | $52,401 | $177,572-70.5% | $154,803-66.1% | $142,382-63.2% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 13.70% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,877 | $4,810-61.0% | $4,305-56.4% | $4,299-56.3% |
| Participant deferral / active EE | $3,695 | $6,272-41.1% | $5,540-33.3% | $6,507-43.2% |
| Admin fee / account holder | $18,986 | $16,786+13.1% | $14,329+32.5% | $12,624+50.4% |