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 9-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 | $44,887 | $106,515-57.9% | $96,683-53.6% | $139,434-67.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 28.22% | 38.43%-10.2pp | 35.69%-7.5pp | 372.94%-344.7pp |
| Employer contribution / active EE | $2,567 | $4,103-37.4% | $3,737-31.3% | $4,751-46.0% |
| Participant deferral / active EE | $5,055 | $5,454-7.3% | $4,878+3.6% | $6,710-24.7% |
| Admin fee / account holder | $2,192 | $7,877-72.2% | $6,730-67.4% | $11,403-80.8% |