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 | $47,983 | $106,584-55.0% | $101,326-52.6% | $142,382-66.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 20.89% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,377 | $3,956-14.6% | $3,665-7.9% | $4,299-21.5% |
| Participant deferral / active EE | $6,793 | $8,297-18.1% | $7,994-15.0% | $6,507+4.4% |
| Admin fee / account holder | $6,931 | $11,446-39.4% | $11,185-38.0% | $12,624-45.1% |