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 | $45,374 | $112,096-59.5% | $95,952-52.7% | $158,922-71.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 18.86% | 171.09%-152.2pp | 91.61%-72.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,280 | $3,198-28.7% | $2,541-10.3% | $4,761-52.1% |
| Participant deferral / active EE | $5,225 | $4,784+9.2% | $4,167+25.4% | $5,982-12.7% |
| Admin fee / account holder | $5,277 | $10,130-47.9% | $6,795-22.3% | $11,246-53.1% |