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 | $54,833 | $104,251-47.4% | $91,001-39.7% | $147,584-62.8% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 18.39% | 27.06%-8.7pp | 4.60%+13.8pp | 578.55%-560.2pp |
| Employer contribution / active EE | $3,807 | $3,116+22.2% | $2,456+55.0% | $4,876-21.9% |
| Participant deferral / active EE | $7,567 | $4,195+80.4% | $3,547+113.3% | $5,439+39.1% |
| Admin fee / account holder | $4,079 | $8,948-54.4% | $5,417-24.7% | $10,885-62.5% |