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 | $57,052 | $177,572-67.9% | $154,803-63.1% | $142,382-59.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 24.92% | 65.07%-40.2pp | 58.88%-34.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,106 | $4,810-77.0% | $4,305-74.3% | $4,299-74.3% |
| Participant deferral / active EE | $7,107 | $6,272+13.3% | $5,540+28.3% | $6,507+9.2% |
| Admin fee / account holder | $1,433 | $16,786-91.5% | $14,329-90.0% | $12,624-88.6% |