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 | $51,682 | $201,272-74.3% | $184,203-71.9% | $145,922-64.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.42% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,649 | $7,022-48.0% | $6,427-43.2% | $4,660-21.7% |
| Participant deferral / active EE | $4,974 | $9,806-49.3% | $9,131-45.5% | $6,688-25.6% |
| Admin fee / account holder | $1,696 | $16,364-89.6% | $13,901-87.8% | $13,397-87.3% |