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 | $37,481 | $165,335-77.3% | $149,696-75.0% | $158,922-76.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.74% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,406 | $5,103-52.9% | $4,644-48.2% | $4,761-49.5% |
| Participant deferral / active EE | $2,869 | $7,181-60.1% | $6,842-58.1% | $5,982-52.0% |
| Admin fee / account holder | $17,115 | $10,807+58.4% | $9,309+83.9% | $11,246+52.2% |