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 5-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 | $50,521 | $117,983-57.2% | $101,794-50.4% | $142,382-64.5% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 27.62% | 36.92%-9.3pp | 30.53%-2.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $4,440 | $2,773+60.1% | $2,289+94.0% | $4,299+3.3% |
| Participant deferral / active EE | $8,107 | $4,714+72.0% | $4,084+98.5% | $6,507+24.6% |
| Admin fee / account holder | $10,720 | $10,433+2.8% | $8,777+22.1% | $12,624-15.1% |