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 | $52,556 | $94,338-44.3% | $100,534-47.7% | $142,382-63.1% |
| Participation rate | 70.0% | 81.7%-11.7pp | 80.6%-10.6pp | 80.1%-10.1pp |
| Annual return | 14.82% | 29.20%-14.4pp | 32.66%-17.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,642 | $4,237-37.7% | $4,346-39.2% | $4,299-38.6% |
| Participant deferral / active EE | $5,861 | $5,934-1.2% | $6,144-4.6% | $6,507-9.9% |
| Admin fee / account holder | $6,724 | $8,421-20.2% | $7,654-12.1% | $12,624-46.7% |