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 6-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 | $48,010 | $148,534-67.7% | $135,903-64.7% | $139,434-65.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.42% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,199 | $5,243-77.1% | $4,856-75.3% | $4,751-74.8% |
| Participant deferral / active EE | $6,715 | $8,100-17.1% | $7,758-13.4% | $6,710+0.1% |
| Admin fee / account holder | $5,173 | $12,400-58.3% | $10,762-51.9% | $11,403-54.6% |