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 6-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 | $52,293 | $177,572-70.6% | $154,803-66.2% | $142,382-63.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,276 | $4,810-73.5% | $4,305-70.4% | $4,299-70.3% |
| Participant deferral / active EE | $2,620 | $6,272-58.2% | $5,540-52.7% | $6,507-59.7% |
| Admin fee / account holder | $2,656 | $16,786-84.2% | $14,329-81.5% | $12,624-79.0% |