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 | $51,779 | $122,239-57.6% | $184,203-71.9% | $74,495-30.5% |
| Participation rate | 75.8% | 85.5%-9.7pp | 86.8%-11.0pp | 67.2%+8.6pp |
| Annual return | 33.03% | 19.95%+13.1pp | 28.81%+4.2pp | 1364.94%-1331.9pp |
| Employer contribution / active EE | $3,323 | $4,537-26.8% | $6,427-48.3% | $2,623+26.7% |
| Participant deferral / active EE | $7,145 | $7,139+0.1% | $9,131-21.7% | $4,346+64.4% |
| Admin fee / account holder | $1,754 | $1,260+39.2% | $13,901-87.4% | $1,942-9.7% |