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 8-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 | $50,468 | $111,754-54.8% | $103,333-51.2% | $145,922-65.4% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 20.72% | 24.77%-4.0pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,171 | $4,212-48.5% | $3,868-43.9% | $4,660-53.4% |
| Participant deferral / active EE | $4,976 | $5,619-11.4% | $5,057-1.6% | $6,688-25.6% |
| Admin fee / account holder | $5,383 | $9,750-44.8% | $8,355-35.6% | $13,397-59.8% |