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 | $44,322 | $101,724-56.4% | $164,813-73.1% | $80,856-45.2% |
| Participation rate | 71.1% | 71.8%-0.7pp | 78.6%-7.5pp | 67.6%+3.5pp |
| Annual return | 14.35% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,784 | $2,953-5.7% | $4,341-35.9% | $2,755+1.0% |
| Participant deferral / active EE | $5,244 | $4,477+17.1% | $6,031-13.1% | $4,296+22.1% |
| Admin fee / account holder | $4,862 | $8,227-40.9% | $12,690-61.7% | $6,918-29.7% |