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 8-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 | $53,455 | $127,777-58.2% | $106,548-49.8% | $167,490-68.1% |
| Participation rate | 81.8% | 78.3%+3.5pp | 76.1%+5.7pp | 82.1%-0.3pp |
| Annual return | 17.30% | 33.87%-16.6pp | 26.80%-9.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,440 | $3,427-28.8% | $2,819-13.4% | $4,837-49.6% |
| Participant deferral / active EE | $3,804 | $5,087-25.2% | $4,398-13.5% | $6,341-40.0% |
| Admin fee / account holder | $657 | $11,228-94.2% | $7,407-91.1% | $12,309-94.7% |