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 | $45,249 | $148,978-69.6% | $200,582-77.4% | $84,808-46.6% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 16.26% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,227 | $4,815-53.7% | $6,419-65.3% | $2,631-15.4% |
| Participant deferral / active EE | $4,396 | $7,142-38.5% | $9,331-52.9% | $4,212+4.4% |
| Admin fee / account holder | $508 | $13,977-96.4% | $16,305-96.9% | $7,344-93.1% |