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 | $54,208 | $97,744-44.5% | $103,476-47.6% | $145,922-62.9% |
| Participation rate | 76.2% | 81.1%-4.9pp | 80.5%-4.3pp | 80.3%-4.1pp |
| Annual return | 16.01% | 25.41%-9.4pp | 23.90%-7.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,761 | $4,677-41.0% | $4,672-40.9% | $4,660-40.7% |
| Participant deferral / active EE | $5,662 | $6,603-14.3% | $6,623-14.5% | $6,688-15.3% |
| Admin fee / account holder | $776 | $12,515-93.8% | $9,413-91.8% | $13,397-94.2% |