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 | $52,027 | $114,381-54.5% | $107,525-51.6% | $142,382-63.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 19.43% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,468 | $4,015-63.4% | $3,754-60.9% | $4,299-65.9% |
| Participant deferral / active EE | $3,988 | $5,564-28.3% | $5,116-22.0% | $6,507-38.7% |
| Admin fee / account holder | $933 | $9,860-90.5% | $8,919-89.5% | $12,624-92.6% |