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 | $43,862 | $85,766-48.9% | $136,294-67.8% | $70,131-37.5% |
| Participation rate | 72.2% | 74.2%-1.9pp | 81.9%-9.7pp | 69.5%+2.7pp |
| Annual return | 20.61% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,412 | $2,966-18.7% | $4,695-48.6% | $2,342+3.0% |
| Participant deferral / active EE | $5,023 | $5,051-0.6% | $6,247-19.6% | $3,332+50.8% |
| Admin fee / account holder | $3,006 | $5,420-44.5% | $9,243-67.5% | $4,645-35.3% |