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 | $50,063 | $177,572-71.8% | $154,803-67.7% | $142,382-64.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.25% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,287 | $4,810-52.4% | $4,305-46.9% | $4,299-46.8% |
| Participant deferral / active EE | $7,011 | $6,272+11.8% | $5,540+26.5% | $6,507+7.7% |
| Admin fee / account holder | $766 | $16,786-95.4% | $14,329-94.7% | $12,624-93.9% |