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 | $45,284 | $114,381-60.4% | $107,525-57.9% | $142,382-68.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.09% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,671 | $4,015-58.4% | $3,754-55.5% | $4,299-61.1% |
| Participant deferral / active EE | $5,268 | $5,564-5.3% | $5,116+3.0% | $6,507-19.0% |
| Admin fee / account holder | $681 | $9,860-93.1% | $8,919-92.4% | $12,624-94.6% |