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 9-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 | $51,259 | $159,602-67.9% | $150,045-65.8% | $142,382-64.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.33% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,081 | $4,961-37.9% | $4,693-34.3% | $4,299-28.3% |
| Participant deferral / active EE | $3,441 | $8,310-58.6% | $7,997-57.0% | $6,507-47.1% |
| Admin fee / account holder | $6,407 | $14,846-56.8% | $13,435-52.3% | $12,624-49.2% |