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 3-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 | $50,340 | $177,572-71.7% | $154,803-67.5% | $142,382-64.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 24.34% | 65.07%-40.7pp | 58.88%-34.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $4,701 | $4,810-2.3% | $4,305+9.2% | $4,299+9.4% |
| Participant deferral / active EE | $8,287 | $6,272+32.1% | $5,540+49.6% | $6,507+27.4% |
| Admin fee / account holder | $1,782 | $16,786-89.4% | $14,329-87.6% | $12,624-85.9% |