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 3-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 | $55,698 | $114,381-51.3% | $107,525-48.2% | $142,382-60.9% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 18.76% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,510 | $4,015-37.5% | $3,754-33.1% | $4,299-41.6% |
| Participant deferral / active EE | $3,039 | $5,564-45.4% | $5,116-40.6% | $6,507-53.3% |
| Admin fee / account holder | $580 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |