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 3-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 | $45,516 | $104,974-56.6% | $95,585-52.4% | $142,382-68.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 19.39% | 210.33%-190.9pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,621 | $2,779-41.7% | $2,527-35.8% | $4,299-62.3% |
| Participant deferral / active EE | $7,432 | $4,352+70.8% | $4,023+84.8% | $6,507+14.2% |
| Admin fee / account holder | $573 | $6,386-91.0% | $6,127-90.7% | $12,624-95.5% |