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 | $52,292 | $177,572-70.6% | $154,803-66.2% | $142,382-63.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 61.80% | 65.07%-3.3pp | 58.88%+2.9pp | 217.08%-155.3pp |
| Employer contribution / active EE | $2,522 | $4,810-47.6% | $4,305-41.4% | $4,299-41.3% |
| Participant deferral / active EE | $3,730 | $6,272-40.5% | $5,540-32.7% | $6,507-42.7% |
| Admin fee / account holder | $834 | $16,786-95.0% | $14,329-94.2% | $12,624-93.4% |