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 | $48,243 | $124,319-61.2% | $111,297-56.7% | $167,490-71.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 14.25% | 37.44%-23.2pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,117 | $3,435-9.3% | $2,731+14.1% | $4,837-35.6% |
| Participant deferral / active EE | $5,162 | $5,180-0.4% | $4,487+15.0% | $6,341-18.6% |
| Admin fee / account holder | $14,669 | $10,618+38.2% | $7,964+84.2% | $12,309+19.2% |