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 | $50,924 | $114,381-55.5% | $107,525-52.6% | $142,382-64.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 12.71% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,325 | $4,015-42.1% | $3,754-38.1% | $4,299-45.9% |
| Participant deferral / active EE | $5,284 | $5,564-5.0% | $5,116+3.3% | $6,507-18.8% |
| Admin fee / account holder | $2,025 | $9,860-79.5% | $8,919-77.3% | $12,624-84.0% |