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 | $49,568 | $179,726-72.4% | $156,263-68.3% | $142,382-65.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 19.81% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,866 | $5,069-23.7% | $4,333-10.8% | $4,299-10.1% |
| Participant deferral / active EE | $6,618 | $6,956-4.9% | $6,158+7.5% | $6,507+1.7% |
| Admin fee / account holder | $2,879 | $17,272-83.3% | $14,255-79.8% | $12,624-77.2% |