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 6-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 | $54,837 | $159,602-65.6% | $150,045-63.5% | $142,382-61.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 20.63% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,672 | $4,961-26.0% | $4,693-21.8% | $4,299-14.6% |
| Participant deferral / active EE | $7,685 | $8,310-7.5% | $7,997-3.9% | $6,507+18.1% |
| Admin fee / account holder | $6,024 | $14,846-59.4% | $13,435-55.2% | $12,624-52.3% |