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 | $48,780 | $107,334-54.6% | $92,893-47.5% | $152,861-68.1% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 20.15% | 145.58%-125.4pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,736 | $4,221-58.9% | $3,653-52.5% | $4,762-63.5% |
| Participant deferral / active EE | $2,850 | $4,845-41.2% | $4,236-32.7% | $5,850-51.3% |
| Admin fee / account holder | $748 | $7,079-89.4% | $5,794-87.1% | $11,596-93.5% |