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 5-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 | $45,509 | $109,881-58.6% | $150,045-69.7% | $84,808-46.3% |
| Participation rate | 72.8% | 76.1%-3.3pp | 82.3%-9.5pp | 68.3%+4.5pp |
| Annual return | 19.72% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,515 | $3,561-29.4% | $4,693-46.4% | $2,631-4.4% |
| Participant deferral / active EE | $6,667 | $6,636+0.5% | $7,997-16.6% | $4,212+58.3% |
| Admin fee / account holder | $1,340 | $8,568-84.4% | $13,435-90.0% | $7,344-81.8% |