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 | $52,640 | $106,515-50.6% | $96,683-45.6% | $139,434-62.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 25.43% | 38.43%-13.0pp | 35.69%-10.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,345 | $4,103-42.9% | $3,737-37.3% | $4,751-50.6% |
| Participant deferral / active EE | $2,567 | $5,454-52.9% | $4,878-47.4% | $6,710-61.7% |
| Admin fee / account holder | $5,195 | $7,877-34.1% | $6,730-22.8% | $11,403-54.4% |