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 | $53,557 | $201,272-73.4% | $184,203-70.9% | $145,922-63.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 14.00% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,729 | $7,022-61.1% | $6,427-57.5% | $4,660-41.4% |
| Participant deferral / active EE | $7,334 | $9,806-25.2% | $9,131-19.7% | $6,688+9.7% |
| Admin fee / account holder | $773 | $16,364-95.3% | $13,901-94.4% | $13,397-94.2% |