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 | $54,036 | $110,257-51.0% | $96,544-44.0% | $139,434-61.2% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 20.15% | 26.32%-6.2pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,885 | $3,620-20.3% | $2,965-2.7% | $4,751-39.3% |
| Participant deferral / active EE | $4,946 | $5,548-10.8% | $4,851+2.0% | $6,710-26.3% |
| Admin fee / account holder | $485 | $11,591-95.8% | $8,252-94.1% | $11,403-95.7% |