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 7-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 | $53,706 | $109,881-51.1% | $150,045-64.2% | $84,808-36.7% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.9pp | 68.3%+8.2pp |
| Annual return | 70.28% | 28.25%+42.0pp | 62.55%+7.7pp | 40.90%+29.4pp |
| Employer contribution / active EE | $2,896 | $3,561-18.7% | $4,693-38.3% | $2,631+10.1% |
| Participant deferral / active EE | $7,187 | $6,636+8.3% | $7,997-10.1% | $4,212+70.7% |
| Admin fee / account holder | $5,130 | $8,568-40.1% | $13,435-61.8% | $7,344-30.1% |