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 | $43,795 | $183,519-76.1% | $155,509-71.8% | $145,922-70.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.67% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,430 | $5,313-54.3% | $4,672-48.0% | $4,660-47.9% |
| Participant deferral / active EE | $7,504 | $6,462+16.1% | $5,626+33.4% | $6,688+12.2% |
| Admin fee / account holder | $1,456 | $19,313-92.5% | $15,912-90.8% | $13,397-89.1% |