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 | $54,926 | $106,584-48.5% | $101,326-45.8% | $142,382-61.4% |
| Participation rate | 95.8% | 82.7%+13.1pp | 81.5%+14.3pp | 80.1%+15.7pp |
| Annual return | 29.57% | 36.93%-7.4pp | 36.82%-7.2pp | 217.08%-187.5pp |
| Employer contribution / active EE | $5,048 | $3,956+27.6% | $3,665+37.7% | $4,299+17.4% |
| Participant deferral / active EE | $10,373 | $8,297+25.0% | $7,994+29.8% | $6,507+59.4% |
| Admin fee / account holder | $2,681 | $11,446-76.6% | $11,185-76.0% | $12,624-78.8% |