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 3-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 | $45,976 | $133,922-65.7% | $116,228-60.4% | $142,382-67.7% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 11.50% | 147.76%-136.3pp | 90.06%-78.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,582 | $3,446-54.1% | $2,994-47.2% | $4,299-63.2% |
| Participant deferral / active EE | $3,737 | $5,672-34.1% | $4,953-24.6% | $6,507-42.6% |
| Admin fee / account holder | $699 | $14,945-95.3% | $11,989-94.2% | $12,624-94.5% |