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 7-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 | $47,837 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.3%-8.6pp | 80.1%-6.4pp |
| Annual return | 17.84% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,930 | $4,961-40.9% | $4,693-37.6% | $4,299-31.8% |
| Participant deferral / active EE | $5,444 | $8,310-34.5% | $7,997-31.9% | $6,507-16.3% |
| Admin fee / account holder | $2,554 | $14,846-82.8% | $13,435-81.0% | $12,624-79.8% |