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 | $43,551 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 15.17% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,776 | $5,706-33.8% | $5,011-24.6% | $4,761-20.7% |
| Participant deferral / active EE | $2,574 | $5,954-56.8% | $5,202-50.5% | $5,982-57.0% |
| Admin fee / account holder | $1,700 | $17,074-90.0% | $13,984-87.8% | $11,246-84.9% |