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 | $54,022 | $177,572-69.6% | $154,803-65.1% | $142,382-62.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.79% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,482 | $4,810-48.4% | $4,305-42.4% | $4,299-42.3% |
| Participant deferral / active EE | $3,102 | $6,272-50.5% | $5,540-44.0% | $6,507-52.3% |
| Admin fee / account holder | $331 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |