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 | $55,272 | $177,572-68.9% | $154,803-64.3% | $142,382-61.2% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.1%-7.2pp | 80.1%-9.3pp |
| Annual return | 12.25% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,523 | $4,810-68.3% | $4,305-64.6% | $4,299-64.6% |
| Participant deferral / active EE | $6,270 | $6,2720% | $5,540+13.2% | $6,507-3.6% |
| Admin fee / account holder | $5,108 | $16,786-69.6% | $14,329-64.4% | $12,624-59.5% |