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 | $53,831 | $117,841-54.3% | $102,423-47.4% | $145,922-63.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 14.46% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,159 | $3,615-40.3% | $3,023-28.6% | $4,660-53.7% |
| Participant deferral / active EE | $3,171 | $5,731-44.7% | $5,053-37.3% | $6,688-52.6% |
| Admin fee / account holder | $730 | $13,326-94.5% | $9,451-92.3% | $13,397-94.6% |