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 | $49,920 | $183,519-72.8% | $155,509-67.9% | $145,922-65.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.01% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,242 | $5,313-57.8% | $4,672-52.0% | $4,660-51.9% |
| Participant deferral / active EE | $3,263 | $6,462-49.5% | $5,626-42.0% | $6,688-51.2% |
| Admin fee / account holder | $616 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |