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 5-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 | $58,631 | $177,572-67.0% | $154,803-62.1% | $142,382-58.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.59% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,383 | $4,810-8.9% | $4,305+1.8% | $4,299+1.9% |
| Participant deferral / active EE | $11,863 | $6,272+89.2% | $5,540+114.1% | $6,507+82.3% |
| Admin fee / account holder | $5,507 | $16,786-67.2% | $14,329-61.6% | $12,624-56.4% |