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 | $48,545 | $167,307-71.0% | $143,757-66.2% | $134,475-63.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 30.87% | 0.46%+30.4pp | -0.04%+30.9pp | 417.96%-387.1pp |
| Employer contribution / active EE | $2,454 | $5,619-56.3% | $4,951-50.4% | $4,740-48.2% |
| Participant deferral / active EE | $11,341 | $6,446+75.9% | $5,637+101.2% | $6,400+77.2% |
| Admin fee / account holder | $2,189 | $18,088-87.9% | $14,673-85.1% | $11,426-80.8% |