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 | $50,382 | $177,572-71.6% | $154,803-67.5% | $142,382-64.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 16.28% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,220 | $4,810-53.8% | $4,305-48.4% | $4,299-48.4% |
| Participant deferral / active EE | $4,025 | $6,272-35.8% | $5,540-27.4% | $6,507-38.1% |
| Admin fee / account holder | $433 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |