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 8-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 | $53,255 | $112,096-52.5% | $95,952-44.5% | $158,922-66.5% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 16.29% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,571 | $3,198-50.9% | $2,541-38.2% | $4,761-67.0% |
| Participant deferral / active EE | $3,532 | $4,784-26.2% | $4,167-15.2% | $5,982-41.0% |
| Admin fee / account holder | $471 | $10,130-95.4% | $6,795-93.1% | $11,246-95.8% |