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 | $49,195 | $163,101-69.8% | $136,749-64.0% | $142,382-65.4% |
| Participation rate | 72.2% | 78.2%-6.0pp | 72.1%+0.1pp | 80.1%-7.9pp |
| Annual return | 15.60% | 27.54%-11.9pp | 24.33%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,666 | $4,117-35.2% | $3,400-21.6% | $4,299-38.0% |
| Participant deferral / active EE | $3,787 | $5,585-32.2% | $4,692-19.3% | $6,507-41.8% |
| Admin fee / account holder | $926 | $14,318-93.5% | $11,386-91.9% | $12,624-92.7% |