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 | $44,071 | $157,256-72.0% | $141,162-68.8% | $152,861-71.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.63% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,206 | $5,261-77.1% | $4,735-74.5% | $4,762-74.7% |
| Participant deferral / active EE | $2,818 | $7,109-60.4% | $6,709-58.0% | $5,850-51.8% |
| Admin fee / account holder | $387 | $12,120-96.8% | $10,261-96.2% | $11,596-96.7% |