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 | $52,006 | $177,572-70.7% | $154,803-66.4% | $142,382-63.5% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.1%+0.2pp | 80.1%-1.9pp |
| Annual return | 21.71% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,762 | $4,810-42.6% | $4,305-35.8% | $4,299-35.7% |
| Participant deferral / active EE | $7,730 | $6,272+23.2% | $5,540+39.5% | $6,507+18.8% |
| Admin fee / account holder | $492 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |