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 | $37,667 | $98,240-61.7% | $82,313-54.2% | $147,584-74.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 14.66% | 30.85%-16.2pp | 25.88%-11.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $920 | $3,192-71.2% | $2,428-62.1% | $4,876-81.1% |
| Participant deferral / active EE | $1,369 | $4,383-68.8% | $3,706-63.1% | $5,439-74.8% |
| Admin fee / account holder | $1,088 | $8,563-87.3% | $5,608-80.6% | $10,885-90.0% |