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 4-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 | $56,888 | $106,584-46.6% | $101,326-43.9% | $142,382-60.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 15.54% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,682 | $3,956-6.9% | $3,665+0.4% | $4,299-14.4% |
| Participant deferral / active EE | $10,957 | $8,297+32.1% | $7,994+37.1% | $6,507+68.4% |
| Admin fee / account holder | $362 | $11,446-96.8% | $11,185-96.8% | $12,624-97.1% |