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 6-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 | $51,172 | $54,705-6.5% | $71,209-28.1% | $84,808-39.7% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 21.05% | 35.90%-14.8pp | 282.51%-261.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,106 | $2,158-2.4% | $2,721-22.6% | $2,631-19.9% |
| Participant deferral / active EE | $5,163 | $3,030+70.4% | $4,175+23.7% | $4,212+22.6% |
| Admin fee / account holder | $1,715 | $4,863-64.7% | $5,349-67.9% | $7,344-76.6% |