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 | $55,864 | $124,281-55.1% | $109,143-48.8% | $167,490-66.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 21.17% | 26.04%-4.9pp | 25.75%-4.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $2,094 | $4,207-50.2% | $3,722-43.8% | $4,837-56.7% |
| Participant deferral / active EE | $3,100 | $5,255-41.0% | $4,653-33.4% | $6,341-51.1% |
| Admin fee / account holder | $360 | $7,970-95.5% | $6,752-94.7% | $12,309-97.1% |