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 | $45,706 | $111,754-59.1% | $103,333-55.8% | $145,922-68.7% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 19.17% | 24.77%-5.6pp | 24.88%-5.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,992 | $4,212-52.7% | $3,868-48.5% | $4,660-57.2% |
| Participant deferral / active EE | $5,617 | $5,6190% | $5,057+11.1% | $6,688-16.0% |
| Admin fee / account holder | $2,025 | $9,750-79.2% | $8,355-75.8% | $13,397-84.9% |