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 4-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 | $52,593 | $127,065-58.6% | $113,168-53.5% | $142,382-63.1% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 18.14% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $939 | $3,442-72.7% | $2,975-68.4% | $4,299-78.1% |
| Participant deferral / active EE | $5,169 | $5,716-9.6% | $5,107+1.2% | $6,507-20.6% |
| Admin fee / account holder | $1,561 | $15,736-90.1% | $12,068-87.1% | $12,624-87.6% |