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 | $48,990 | $214,378-77.1% | $200,582-75.6% | $142,382-65.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 16.48% | 46.41%-29.9pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,087 | $6,841-54.9% | $6,419-51.9% | $4,299-28.2% |
| Participant deferral / active EE | $4,568 | $9,865-53.7% | $9,331-51.0% | $6,507-29.8% |
| Admin fee / account holder | $952 | $17,692-94.6% | $16,305-94.2% | $12,624-92.5% |