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 | $41,058 | $157,256-73.9% | $141,162-70.9% | $152,861-73.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 17.27% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,963 | $5,261-62.7% | $4,735-58.5% | $4,762-58.8% |
| Participant deferral / active EE | $3,863 | $7,109-45.7% | $6,709-42.4% | $5,850-34.0% |
| Admin fee / account holder | $2,678 | $12,120-77.9% | $10,261-73.9% | $11,596-76.9% |