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 4-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 | $53,178 | $148,534-64.2% | $135,903-60.9% | $139,434-61.9% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 13.67% | 79.19%-65.5pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $4,143 | $5,243-21.0% | $4,856-14.7% | $4,751-12.8% |
| Participant deferral / active EE | $9,802 | $8,100+21.0% | $7,758+26.4% | $6,710+46.1% |
| Admin fee / account holder | $4,559 | $12,400-63.2% | $10,762-57.6% | $11,403-60.0% |