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 | $46,767 | $114,381-59.1% | $107,525-56.5% | $142,382-67.2% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 43.46% | 242.71%-199.2pp | 181.32%-137.9pp | 217.08%-173.6pp |
| Employer contribution / active EE | $3,094 | $4,015-22.9% | $3,754-17.6% | $4,299-28.0% |
| Participant deferral / active EE | $5,147 | $5,564-7.5% | $5,116+0.6% | $6,507-20.9% |
| Admin fee / account holder | $8,952 | $9,860-9.2% | $8,919+0.4% | $12,624-29.1% |