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 | $36,054 | $198,466-81.8% | $170,442-78.8% | $147,584-75.6% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 9.58% | 257.29%-247.7pp | 205.93%-196.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $4,855 | $6,184-21.5% | $5,433-10.6% | $4,876-0.4% |
| Participant deferral / active EE | $2,222 | $5,629-60.5% | $4,939-55.0% | $5,439-59.1% |
| Admin fee / account holder | $7,392 | $16,852-56.1% | $13,880-46.7% | $10,885-32.1% |