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 10-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 | $45,917 | $127,065-63.9% | $113,168-59.4% | $142,382-67.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 25.88% | 24.03%+1.9pp | 24.27%+1.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,924 | $3,442-44.1% | $2,975-35.3% | $4,299-55.3% |
| Participant deferral / active EE | $6,836 | $5,716+19.6% | $5,107+33.9% | $6,507+5.1% |
| Admin fee / account holder | $25,057 | $15,736+59.2% | $12,068+107.6% | $12,624+98.5% |