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 8-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 | $54,736 | $111,754-51.0% | $103,333-47.0% | $145,922-62.5% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 12.59% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,853 | $4,212-32.3% | $3,868-26.2% | $4,660-38.8% |
| Participant deferral / active EE | $5,723 | $5,619+1.9% | $5,057+13.2% | $6,688-14.4% |
| Admin fee / account holder | $991 | $9,750-89.8% | $8,355-88.1% | $13,397-92.6% |