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 | $48,136 | $101,724-52.7% | $164,813-70.8% | $80,856-40.5% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 16.53% | 16.72%-0.2pp | 69.93%-53.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,635 | $2,953+23.1% | $4,341-16.3% | $2,755+31.9% |
| Participant deferral / active EE | $6,514 | $4,477+45.5% | $6,031+8.0% | $4,296+51.6% |
| Admin fee / account holder | $1,574 | $8,227-80.9% | $12,690-87.6% | $6,918-77.2% |