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 | $48,161 | $92,222-47.8% | $76,768-37.3% | $135,375-64.4% |
| Participation rate | 73.7% | 79.8%-6.1pp | 77.0%-3.3pp | 82.6%-9.0pp |
| Annual return | 8.55% | 5.46%+3.1pp | 2.43%+6.1pp | 519.73%-511.2pp |
| Employer contribution / active EE | $1,466 | $3,216-54.4% | $2,485-41.0% | $4,779-69.3% |
| Participant deferral / active EE | $4,117 | $4,509-8.7% | $3,852+6.9% | $5,609-26.6% |
| Admin fee / account holder | $2,852 | $10,748-73.5% | $6,675-57.3% | $10,827-73.7% |