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 | $58,036 | $159,602-63.6% | $150,045-61.3% | $142,382-59.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 21.53% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,199 | $4,961-35.5% | $4,693-31.8% | $4,299-25.6% |
| Participant deferral / active EE | $8,255 | $8,310-0.7% | $7,997+3.2% | $6,507+26.9% |
| Admin fee / account holder | $3,741 | $14,846-74.8% | $13,435-72.2% | $12,624-70.4% |