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 | $44,872 | $102,828-56.4% | $105,387-57.4% | $152,861-70.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.02% | 20.85%-2.8pp | 26.82%-8.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $7,988 | $4,473+78.6% | $4,213+89.6% | $4,762+67.7% |
| Participant deferral / active EE | $6,109 | $5,465+11.8% | $5,502+11.0% | $5,850+4.4% |
| Admin fee / account holder | $2,833 | $8,683-67.4% | $6,559-56.8% | $11,596-75.6% |