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 | $45,287 | $157,256-71.2% | $141,162-67.9% | $152,861-70.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.47% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,026 | $5,261-61.5% | $4,735-57.2% | $4,762-57.5% |
| Participant deferral / active EE | $7,662 | $7,109+7.8% | $6,709+14.2% | $5,850+31.0% |
| Admin fee / account holder | $5,940 | $12,120-51.0% | $10,261-42.1% | $11,596-48.8% |