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 | $50,782 | $114,381-55.6% | $107,525-52.8% | $142,382-64.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 15.06% | 242.71%-227.6pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,142 | $4,015-46.6% | $3,754-42.9% | $4,299-50.2% |
| Participant deferral / active EE | $6,311 | $5,564+13.4% | $5,116+23.4% | $6,507-3.0% |
| Admin fee / account holder | $7,318 | $9,860-25.8% | $8,919-18.0% | $12,624-42.0% |