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 | $48,216 | $106,584-54.8% | $101,326-52.4% | $142,382-66.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 22.43% | 36.93%-14.5pp | 36.82%-14.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $5,942 | $3,956+50.2% | $3,665+62.1% | $4,299+38.2% |
| Participant deferral / active EE | $16,334 | $8,297+96.9% | $7,994+104.3% | $6,507+151.0% |
| Admin fee / account holder | $5,277 | $11,446-53.9% | $11,185-52.8% | $12,624-58.2% |