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 | $55,309 | $114,381-51.6% | $107,525-48.6% | $142,382-61.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.93% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,790 | $4,015-30.5% | $3,754-25.7% | $4,299-35.1% |
| Participant deferral / active EE | $6,168 | $5,564+10.9% | $5,116+20.6% | $6,507-5.2% |
| Admin fee / account holder | $16,948 | $9,860+71.9% | $8,919+90.0% | $12,624+34.3% |