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 | $45,591 | $127,065-64.1% | $113,168-59.7% | $142,382-68.0% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 17.79% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,107 | $3,442-38.8% | $2,975-29.2% | $4,299-51.0% |
| Participant deferral / active EE | $4,647 | $5,716-18.7% | $5,107-9.0% | $6,507-28.6% |
| Admin fee / account holder | $5,351 | $15,736-66.0% | $12,068-55.7% | $12,624-57.6% |