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 3-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 | $53,301 | $201,272-73.5% | $184,203-71.1% | $145,922-63.5% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 13.53% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,575 | $7,022-34.8% | $6,427-28.8% | $4,660-1.8% |
| Participant deferral / active EE | $15,026 | $9,806+53.2% | $9,131+64.6% | $6,688+124.7% |
| Admin fee / account holder | $2,200 | $16,364-86.6% | $13,901-84.2% | $13,397-83.6% |