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 | $57,907 | $115,882-50.0% | $100,516-42.4% | $158,922-63.6% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 22.44% | 34.79%-12.3pp | 30.89%-8.4pp | 302.83%-280.4pp |
| Employer contribution / active EE | $4,900 | $4,103+19.4% | $3,418+43.4% | $4,761+2.9% |
| Participant deferral / active EE | $10,547 | $6,674+58.0% | $6,270+68.2% | $5,982+76.3% |
| Admin fee / account holder | $567 | $10,995-94.8% | $8,081-93.0% | $11,246-95.0% |