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 | $53,533 | $159,602-66.5% | $150,045-64.3% | $142,382-62.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.75% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,044 | $4,961-79.0% | $4,693-77.8% | $4,299-75.7% |
| Participant deferral / active EE | $5,574 | $8,310-32.9% | $7,997-30.3% | $6,507-14.3% |
| Admin fee / account holder | $337 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |