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 5-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 | $46,305 | $111,754-58.6% | $103,333-55.2% | $145,922-68.3% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 15.15% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,279 | $4,212-45.9% | $3,868-41.1% | $4,660-51.1% |
| Participant deferral / active EE | $6,829 | $5,619+21.6% | $5,057+35.0% | $6,688+2.1% |
| Admin fee / account holder | $454 | $9,750-95.3% | $8,355-94.6% | $13,397-96.6% |