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 | $47,683 | $183,519-74.0% | $155,509-69.3% | $145,922-67.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.31% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,257 | $5,313-76.3% | $4,672-73.1% | $4,660-73.0% |
| Participant deferral / active EE | $4,947 | $6,462-23.4% | $5,626-12.1% | $6,688-26.0% |
| Admin fee / account holder | $4,255 | $19,313-78.0% | $15,912-73.3% | $13,397-68.2% |