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 4-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 | $46,636 | $65,685-29.0% | $57,179-18.4% | $273,961-83.0% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 8.29% | 21.99%-13.7pp | 14.59%-6.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,825 | $3,782+27.6% | $3,096+55.8% | $5,287-8.7% |
| Admin fee / account holder | $981 | $4,835-79.7% | $3,139-68.7% | $10,132-90.3% |