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 | $49,929 | $106,584-53.2% | $101,326-50.7% | $142,382-64.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 16.68% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,211 | $3,956-69.4% | $3,665-67.0% | $4,299-71.8% |
| Participant deferral / active EE | $9,533 | $8,297+14.9% | $7,994+19.3% | $6,507+46.5% |
| Admin fee / account holder | $9,477 | $11,446-17.2% | $11,185-15.3% | $12,624-24.9% |