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 | $50,238 | $95,266-47.3% | $82,389-39.0% | $142,382-64.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 19.92% | 25.74%-5.8pp | 28.67%-8.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,420 | $2,991+14.4% | $2,517+35.9% | $4,299-20.4% |
| Participant deferral / active EE | $7,447 | $4,809+54.9% | $4,155+79.2% | $6,507+14.4% |
| Admin fee / account holder | $1,261 | $8,563-85.3% | $7,231-82.6% | $12,624-90.0% |