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 | $54,895 | $159,602-65.6% | $150,045-63.4% | $142,382-61.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 12.43% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,463 | $4,961-50.3% | $4,693-47.5% | $4,299-42.7% |
| Participant deferral / active EE | $8,152 | $8,310-1.9% | $7,997+1.9% | $6,507+25.3% |
| Admin fee / account holder | $15,309 | $14,846+3.1% | $13,435+13.9% | $12,624+21.3% |