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 | $56,504 | $111,754-49.4% | $103,333-45.3% | $145,922-61.3% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 20.35% | 24.77%-4.4pp | 24.88%-4.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,417 | $4,212-18.9% | $3,868-11.7% | $4,660-26.7% |
| Participant deferral / active EE | $7,171 | $5,619+27.6% | $5,057+41.8% | $6,688+7.2% |
| Admin fee / account holder | $551 | $9,750-94.3% | $8,355-93.4% | $13,397-95.9% |