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 | $46,564 | $111,754-58.3% | $103,333-54.9% | $145,922-68.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.10% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,227 | $4,212-47.1% | $3,868-42.4% | $4,660-52.2% |
| Participant deferral / active EE | $5,253 | $5,619-6.5% | $5,057+3.9% | $6,688-21.5% |
| Admin fee / account holder | $5,477 | $9,750-43.8% | $8,355-34.4% | $13,397-59.1% |