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 | $54,016 | $148,534-63.6% | $135,903-60.3% | $139,434-61.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.42% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,074 | $5,243-3.2% | $4,856+4.5% | $4,751+6.8% |
| Participant deferral / active EE | $11,363 | $8,100+40.3% | $7,758+46.5% | $6,710+69.3% |
| Admin fee / account holder | $853 | $12,400-93.1% | $10,762-92.1% | $11,403-92.5% |