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 | $51,474 | $106,584-51.7% | $101,326-49.2% | $142,382-63.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 20.52% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,182 | $3,956+5.7% | $3,665+14.1% | $4,299-2.7% |
| Participant deferral / active EE | $14,972 | $8,297+80.5% | $7,994+87.3% | $6,507+130.1% |
| Admin fee / account holder | $8,399 | $11,446-26.6% | $11,185-24.9% | $12,624-33.5% |