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 | $49,733 | $127,065-60.9% | $113,168-56.1% | $142,382-65.1% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 18.03% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,991 | $3,442-42.1% | $2,975-33.1% | $4,299-53.7% |
| Participant deferral / active EE | $4,625 | $5,716-19.1% | $5,107-9.4% | $6,507-28.9% |
| Admin fee / account holder | $27,505 | $15,736+74.8% | $12,068+127.9% | $12,624+117.9% |