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 7-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 | $46,875 | $77,503-39.5% | $100,391-53.3% | $80,856-42.0% |
| Participation rate | 76.9% | 76.9%0pp | 81.5%-4.6pp | 67.6%+9.3pp |
| Annual return | 17.04% | 37.20%-20.2pp | 49.20%-32.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,833 | $2,801-34.5% | $3,942-53.5% | $2,755-33.4% |
| Participant deferral / active EE | $3,594 | $6,820-47.3% | $8,082-55.5% | $4,296-16.3% |
| Admin fee / account holder | $1,449 | $5,897-75.4% | $7,899-81.7% | $6,918-79.1% |