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 | $56,713 | $111,754-49.3% | $103,333-45.1% | $145,922-61.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 11.54% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,296 | $4,212-21.8% | $3,868-14.8% | $4,660-29.3% |
| Participant deferral / active EE | $5,814 | $5,619+3.5% | $5,057+14.9% | $6,688-13.1% |
| Admin fee / account holder | $604 | $9,750-93.8% | $8,355-92.8% | $13,397-95.5% |