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 | $59,877 | $148,534-59.7% | $135,903-55.9% | $139,434-57.1% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 14.05% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,457 | $5,243-34.1% | $4,856-28.8% | $4,751-27.2% |
| Participant deferral / active EE | $5,888 | $8,100-27.3% | $7,758-24.1% | $6,710-12.3% |
| Admin fee / account holder | $5,104 | $12,400-58.8% | $10,762-52.6% | $11,403-55.2% |