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 | $52,103 | $74,888-30.4% | $71,209-26.8% | $142,382-63.4% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 25.24% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $4,205 | $2,854+47.3% | $2,721+54.5% | $4,299-2.2% |
| Participant deferral / active EE | $9,569 | $4,454+114.8% | $4,175+129.2% | $6,507+47.1% |
| Admin fee / account holder | $1,612 | $5,568-71.0% | $5,349-69.9% | $12,624-87.2% |