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 3-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 | $52,193 | $159,602-67.3% | $150,045-65.2% | $142,382-63.3% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 13.33% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,157 | $4,961-76.7% | $4,693-75.4% | $4,299-73.1% |
| Participant deferral / active EE | $7,464 | $8,310-10.2% | $7,997-6.7% | $6,507+14.7% |
| Admin fee / account holder | $4,781 | $14,846-67.8% | $13,435-64.4% | $12,624-62.1% |