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 | $47,126 | $103,376-54.4% | $87,100-45.9% | $152,861-69.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 18.40% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,580 | $3,220-19.9% | $2,521+2.3% | $4,762-45.8% |
| Participant deferral / active EE | $7,522 | $4,778+57.4% | $4,049+85.8% | $5,850+28.6% |
| Admin fee / account holder | $3,408 | $12,205-72.1% | $7,497-54.5% | $11,596-70.6% |