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 | $56,433 | $90,503-37.6% | $78,689-28.3% | $273,961-79.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 16.49% | 75.60%-59.1pp | 62.18%-45.7pp | 41.45%-25.0pp |
| Employer contribution / active EE | $2,323 | $3,176-26.8% | $2,851-18.5% | $4,869-52.3% |
| Participant deferral / active EE | $3,272 | $3,901-16.1% | $3,517-7.0% | $5,287-38.1% |
| Admin fee / account holder | $1,563 | $5,263-70.3% | $4,510-65.4% | $10,132-84.6% |