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 | $52,432 | $177,572-70.5% | $154,803-66.1% | $142,382-63.2% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 15.60% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,323 | $4,810-10.1% | $4,305+0.4% | $4,299+0.6% |
| Participant deferral / active EE | $5,014 | $6,272-20.1% | $5,540-9.5% | $6,507-23.0% |
| Admin fee / account holder | $902 | $16,786-94.6% | $14,329-93.7% | $12,624-92.9% |