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 8-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 | $51,297 | $118,450-56.7% | $98,439-47.9% | $139,434-63.2% |
| Participation rate | 76.5% | 77.4%-1.0pp | 75.2%+1.3pp | 80.3%-3.8pp |
| Annual return | 22.03% | 18.94%+3.1pp | 21.16%+0.9pp | 372.94%-350.9pp |
| Employer contribution / active EE | $6,291 | $3,609+74.3% | $3,048+106.4% | $4,751+32.4% |
| Participant deferral / active EE | $8,611 | $5,392+59.7% | $4,738+81.7% | $6,710+28.3% |
| Admin fee / account holder | $4,354 | $14,026-69.0% | $8,948-51.3% | $11,403-61.8% |