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 | $57,437 | $107,452-46.5% | $91,541-37.3% | $142,382-59.7% |
| Participation rate | 82.6% | 75.1%+7.5pp | 69.8%+12.8pp | 80.1%+2.5pp |
| Annual return | 26.57% | 22.06%+4.5pp | 20.50%+6.1pp | 217.08%-190.5pp |
| Employer contribution / active EE | $3,084 | $2,994+3.0% | $2,505+23.1% | $4,299-28.3% |
| Participant deferral / active EE | $6,572 | $4,754+38.2% | $4,008+64.0% | $6,507+1.0% |
| Admin fee / account holder | $434 | $8,834-95.1% | $6,956-93.8% | $12,624-96.6% |