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 | $50,983 | $106,584-52.2% | $101,326-49.7% | $142,382-64.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 19.31% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,264 | $3,956-17.5% | $3,665-11.0% | $4,299-24.1% |
| Participant deferral / active EE | $15,643 | $8,297+88.5% | $7,994+95.7% | $6,507+140.4% |
| Admin fee / account holder | $16,746 | $11,446+46.3% | $11,185+49.7% | $12,624+32.7% |