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 10-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 | $45,024 | $109,327-58.8% | $89,391-49.6% | $158,922-71.7% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 18.50% | 345.68%-327.2pp | 245.62%-227.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,714 | $3,170-14.4% | $2,586+5.0% | $4,761-43.0% |
| Participant deferral / active EE | $3,363 | $4,598-26.9% | $3,890-13.6% | $5,982-43.8% |
| Admin fee / account holder | $1,776 | $6,153-71.1% | $4,881-63.6% | $11,246-84.2% |