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 5-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 | $48,628 | $163,101-70.2% | $136,749-64.4% | $142,382-65.8% |
| Participation rate | 78.6% | 78.2%+0.3pp | 72.1%+6.4pp | 80.1%-1.5pp |
| Annual return | 15.00% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,668 | $4,117-35.2% | $3,400-21.5% | $4,299-37.9% |
| Participant deferral / active EE | $6,300 | $5,585+12.8% | $4,692+34.3% | $6,507-3.2% |
| Admin fee / account holder | $351 | $14,318-97.5% | $11,386-96.9% | $12,624-97.2% |