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 | $42,469 | $177,572-76.1% | $154,803-72.6% | $142,382-70.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,858 | $4,810-61.4% | $4,305-56.8% | $4,299-56.8% |
| Participant deferral / active EE | $4,133 | $6,272-34.1% | $5,540-25.4% | $6,507-36.5% |
| Admin fee / account holder | $65,662 | $16,786+291.2% | $14,329+358.2% | $12,624+420.2% |