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 | $53,192 | $118,680-55.2% | $98,907-46.2% | $158,922-66.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 7.17% | 372.35%-365.2pp | 196.43%-189.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $3,867 | $3,333+16.0% | $2,689+43.8% | $4,761-18.8% |
| Participant deferral / active EE | $5,273 | $5,088+3.6% | $4,244+24.2% | $5,982-11.9% |
| Admin fee / account holder | $11,431 | $10,131+12.8% | $6,642+72.1% | $11,246+1.6% |