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 | $40,130 | $127,386-68.5% | $115,037-65.1% | $125,391-68.0% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 5.41% | 31.28%-25.9pp | 26.14%-20.7pp | 282.22%-276.8pp |
| Employer contribution / active EE | $1,753 | $5,166-66.1% | $4,608-62.0% | $4,866-64.0% |
| Participant deferral / active EE | $3,187 | $6,423-50.4% | $6,026-47.1% | $5,352-40.4% |
| Admin fee / account holder | $2,511 | $9,516-73.6% | $8,175-69.3% | $9,540-73.7% |