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 | $46,781 | $110,257-57.6% | $96,544-51.5% | $139,434-66.4% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 14.11% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,927 | $3,620-46.8% | $2,965-35.0% | $4,751-59.4% |
| Participant deferral / active EE | $6,529 | $5,548+17.7% | $4,851+34.6% | $6,710-2.7% |
| Admin fee / account holder | $4,249 | $11,591-63.3% | $8,252-48.5% | $11,403-62.7% |