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 | $45,570 | $210,648-78.4% | $177,989-74.4% | $145,922-68.8% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 13.85% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,589 | $4,565-43.3% | $3,949-34.4% | $4,660-44.4% |
| Participant deferral / active EE | $4,680 | $6,958-32.7% | $6,276-25.4% | $6,688-30.0% |
| Admin fee / account holder | $713 | $12,013-94.1% | $10,363-93.1% | $13,397-94.7% |