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 | $51,067 | $117,983-56.7% | $101,794-49.8% | $142,382-64.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 19.38% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,370 | $2,773-14.5% | $2,289+3.6% | $4,299-44.9% |
| Participant deferral / active EE | $7,129 | $4,714+51.2% | $4,084+74.5% | $6,507+9.5% |
| Admin fee / account holder | $2,950 | $10,433-71.7% | $8,777-66.4% | $12,624-76.6% |