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 5-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 | $48,122 | $94,752-49.2% | $112,887-57.4% | $139,434-65.5% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 17.28% | 40.88%-23.6pp | 34.10%-16.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,831 | $4,625+4.5% | $4,563+5.9% | $4,751+1.7% |
| Participant deferral / active EE | $7,964 | $6,512+22.3% | $6,513+22.3% | $6,710+18.7% |
| Admin fee / account holder | $594 | $8,527-93.0% | $7,047-91.6% | $11,403-94.8% |