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 | $51,502 | $124,281-58.6% | $109,143-52.8% | $167,490-69.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 19.08% | 26.04%-7.0pp | 25.75%-6.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,863 | $4,207-55.7% | $3,722-50.0% | $4,837-61.5% |
| Participant deferral / active EE | $9,127 | $5,255+73.7% | $4,653+96.2% | $6,341+43.9% |
| Admin fee / account holder | $633 | $7,970-92.1% | $6,752-90.6% | $12,309-94.9% |