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 | $53,795 | $127,386-57.8% | $115,037-53.2% | $125,391-57.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 2.17% | 31.28%-29.1pp | 26.14%-24.0pp | 282.22%-280.1pp |
| Employer contribution / active EE | $3,138 | $5,166-39.3% | $4,608-31.9% | $4,866-35.5% |
| Participant deferral / active EE | $7,214 | $6,423+12.3% | $6,026+19.7% | $5,352+34.8% |
| Admin fee / account holder | $457 | $9,516-95.2% | $8,175-94.4% | $9,540-95.2% |