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 | $46,244 | $152,587-69.7% | $125,175-63.1% | $152,861-69.7% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 23.67% | 54.84%-31.2pp | 43.79%-20.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,925 | $4,946-61.1% | $3,865-50.2% | $4,762-59.6% |
| Participant deferral / active EE | $5,181 | $5,868-11.7% | $4,937+4.9% | $5,850-11.4% |
| Admin fee / account holder | $3,115 | $13,434-76.8% | $9,702-67.9% | $11,596-73.1% |