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 | $39,565 | $165,984-76.2% | $164,813-76.0% | $145,922-72.9% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 12.05% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,841 | $5,273-65.1% | $4,341-57.6% | $4,660-60.5% |
| Participant deferral / active EE | $7,009 | $6,959+0.7% | $6,031+16.2% | $6,688+4.8% |
| Admin fee / account holder | $2,098 | $16,648-87.4% | $12,690-83.5% | $13,397-84.3% |