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 | $45,997 | $210,648-78.2% | $177,989-74.2% | $145,922-68.5% |
| Participation rate | 72.2% | 80.8%-8.5pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 15.96% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,061 | $4,565-54.8% | $3,949-47.8% | $4,660-55.8% |
| Participant deferral / active EE | $6,520 | $6,958-6.3% | $6,276+3.9% | $6,688-2.5% |
| Admin fee / account holder | $1,722 | $12,013-85.7% | $10,363-83.4% | $13,397-87.1% |