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 | $45,903 | $177,572-74.1% | $154,803-70.3% | $142,382-67.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 21.53% | 65.07%-43.5pp | 58.88%-37.4pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,246 | $4,810-53.3% | $4,305-47.8% | $4,299-47.8% |
| Participant deferral / active EE | $7,875 | $6,272+25.6% | $5,540+42.1% | $6,507+21.0% |
| Admin fee / account holder | $320 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |