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 3-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 | $54,928 | $159,602-65.6% | $150,045-63.4% | $142,382-61.4% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 17.77% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $971 | $4,961-80.4% | $4,693-79.3% | $4,299-77.4% |
| Participant deferral / active EE | $8,322 | $8,310+0.1% | $7,997+4.1% | $6,507+27.9% |
| Admin fee / account holder | $18,364 | $14,846+23.7% | $13,435+36.7% | $12,624+45.5% |