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 | $41,543 | $159,901-74.0% | $146,958-71.7% | $145,922-71.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 12.82% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,670 | $5,286-49.5% | $4,933-45.9% | $4,660-42.7% |
| Participant deferral / active EE | $5,682 | $8,428-32.6% | $8,070-29.6% | $6,688-15.0% |
| Admin fee / account holder | $8,660 | $15,044-42.4% | $12,998-33.4% | $13,397-35.4% |