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 | $47,965 | $133,922-64.2% | $116,228-58.7% | $142,382-66.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 16.01% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,282 | $3,446-62.8% | $2,994-57.2% | $4,299-70.2% |
| Participant deferral / active EE | $2,838 | $5,672-50.0% | $4,953-42.7% | $6,507-56.4% |
| Admin fee / account holder | $862 | $14,945-94.2% | $11,989-92.8% | $12,624-93.2% |