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 | $46,515 | $100,773-53.8% | $88,946-47.7% | $142,382-67.3% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.8%+15.4pp | 80.1%+4.1pp |
| Annual return | 17.46% | 70.18%-52.7pp | 57.82%-40.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,048 | $2,918-29.8% | $2,555-19.8% | $4,299-52.4% |
| Participant deferral / active EE | $2,547 | $5,230-51.3% | $4,581-44.4% | $6,507-60.9% |
| Admin fee / account holder | $4,291 | $9,693-55.7% | $8,261-48.1% | $12,624-66.0% |