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 | $44,592 | $157,256-71.6% | $141,162-68.4% | $152,861-70.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.59% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,991 | $5,261-43.1% | $4,735-36.8% | $4,762-37.2% |
| Participant deferral / active EE | $5,091 | $7,109-28.4% | $6,709-24.1% | $5,850-13.0% |
| Admin fee / account holder | $5,067 | $12,120-58.2% | $10,261-50.6% | $11,596-56.3% |