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 | $54,580 | $74,888-27.1% | $71,209-23.4% | $142,382-61.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 14.18% | 345.14%-331.0pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,638 | $2,854-42.6% | $2,721-39.8% | $4,299-61.9% |
| Participant deferral / active EE | $2,452 | $4,454-45.0% | $4,175-41.3% | $6,507-62.3% |
| Admin fee / account holder | $7,858 | $5,568+41.1% | $5,349+46.9% | $12,624-37.8% |