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 | $42,558 | $152,587-72.1% | $125,175-66.0% | $152,861-72.2% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 14.61% | 54.84%-40.2pp | 43.79%-29.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,071 | $4,946-58.1% | $3,865-46.4% | $4,762-56.5% |
| Participant deferral / active EE | $3,058 | $5,868-47.9% | $4,937-38.1% | $5,850-47.7% |
| Admin fee / account holder | $7,127 | $13,434-46.9% | $9,702-26.5% | $11,596-38.5% |