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 | $46,909 | $81,632-42.5% | $70,449-33.4% | $158,922-70.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 10.28% | 208.40%-198.1pp | 109.03%-98.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,958 | $3,217-39.1% | $2,737-28.5% | $4,761-58.9% |
| Participant deferral / active EE | $1,079 | $4,554-76.3% | $3,709-70.9% | $5,982-82.0% |
| Admin fee / account holder | $5,501 | $6,193-11.2% | $3,845+43.0% | $11,246-51.1% |