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 | $42,590 | $165,912-74.3% | $122,332-65.2% | $147,584-71.1% |
| Participation rate | 70.0% | 79.6%-9.6pp | 71.6%-1.6pp | 82.8%-12.8pp |
| Annual return | 14.19% | 34.55%-20.4pp | 30.27%-16.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,095 | $5,754-81.0% | $4,050-73.0% | $4,876-77.5% |
| Participant deferral / active EE | $3,505 | $4,005-12.5% | $3,287+6.6% | $5,439-35.6% |
| Admin fee / account holder | $1,287 | $7,424-82.7% | $5,478-76.5% | $10,885-88.2% |