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 | $50,663 | $159,602-68.3% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 24.95% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $5,203 | $4,961+4.9% | $4,693+10.9% | $4,299+21.0% |
| Participant deferral / active EE | $14,749 | $8,310+77.5% | $7,997+84.4% | $6,507+126.7% |
| Admin fee / account holder | $903 | $14,846-93.9% | $13,435-93.3% | $12,624-92.8% |