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 | $48,104 | $157,256-69.4% | $141,162-65.9% | $152,861-68.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 23.87% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,844 | $5,261-64.9% | $4,735-61.0% | $4,762-61.3% |
| Participant deferral / active EE | $2,640 | $7,109-62.9% | $6,709-60.6% | $5,850-54.9% |
| Admin fee / account holder | $4,346 | $12,120-64.1% | $10,261-57.7% | $11,596-62.5% |