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 5-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 | $44,262 | $100,773-56.1% | $88,946-50.2% | $142,382-68.9% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 16.30% | 70.18%-53.9pp | 57.82%-41.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,101 | $2,918+6.3% | $2,555+21.4% | $4,299-27.9% |
| Participant deferral / active EE | $6,769 | $5,230+29.4% | $4,581+47.7% | $6,507+4.0% |
| Admin fee / account holder | $860 | $9,693-91.1% | $8,261-89.6% | $12,624-93.2% |