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 | $48,165 | $103,376-53.4% | $87,100-44.7% | $152,861-68.5% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 20.27% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,323 | $3,220-58.9% | $2,521-47.5% | $4,762-72.2% |
| Participant deferral / active EE | $2,390 | $4,778-50.0% | $4,049-41.0% | $5,850-59.2% |
| Admin fee / account holder | $4,677 | $12,205-61.7% | $7,497-37.6% | $11,596-59.7% |