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 9-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 | $42,393 | $183,519-76.9% | $155,509-72.7% | $145,922-70.9% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 17.56% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,451 | $5,313-72.7% | $4,672-69.0% | $4,660-68.9% |
| Participant deferral / active EE | $2,570 | $6,462-60.2% | $5,626-54.3% | $6,688-61.6% |
| Admin fee / account holder | $7,363 | $19,313-61.9% | $15,912-53.7% | $13,397-45.0% |