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 | $48,476 | $118,680-59.2% | $98,907-51.0% | $158,922-69.5% |
| Participation rate | 70.6% | 77.8%-7.2pp | 76.0%-5.4pp | 82.0%-11.4pp |
| Annual return | 18.30% | 372.35%-354.0pp | 196.43%-178.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $826 | $3,333-75.2% | $2,689-69.3% | $4,761-82.6% |
| Participant deferral / active EE | $1,885 | $5,088-63.0% | $4,244-55.6% | $5,982-68.5% |
| Admin fee / account holder | $464 | $10,131-95.4% | $6,642-93.0% | $11,246-95.9% |