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 10-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 | $45,990 | $110,257-58.3% | $96,544-52.4% | $139,434-67.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.83% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $903 | $3,620-75.1% | $2,965-69.6% | $4,751-81.0% |
| Participant deferral / active EE | $2,852 | $5,548-48.6% | $4,851-41.2% | $6,710-57.5% |
| Admin fee / account holder | $5,106 | $11,591-55.9% | $8,252-38.1% | $11,403-55.2% |