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 | $65,577 | $159,602-58.9% | $150,045-56.3% | $142,382-53.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.50% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,177 | $4,961-36.0% | $4,693-32.3% | $4,299-26.1% |
| Participant deferral / active EE | $7,627 | $8,310-8.2% | $7,997-4.6% | $6,507+17.2% |
| Admin fee / account holder | $304 | $14,846-98.0% | $13,435-97.7% | $12,624-97.6% |