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 | $47,661 | $124,281-61.7% | $109,143-56.3% | $167,490-71.5% |
| Participation rate | 70.6% | 79.4%-8.9pp | 75.9%-5.3pp | 82.1%-11.5pp |
| Annual return | 10.48% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,151 | $4,207-48.9% | $3,722-42.2% | $4,837-55.5% |
| Participant deferral / active EE | $3,793 | $5,255-27.8% | $4,653-18.5% | $6,341-40.2% |
| Admin fee / account holder | $1,671 | $7,970-79.0% | $6,752-75.2% | $12,309-86.4% |