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 | $42,125 | $226,064-81.4% | $182,532-76.9% | $152,861-72.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 13.65% | 192.51%-178.9pp | 148.54%-134.9pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,454 | $4,978-70.8% | $4,076-64.3% | $4,762-69.5% |
| Participant deferral / active EE | $3,912 | $6,368-38.6% | $5,524-29.2% | $5,850-33.1% |
| Admin fee / account holder | $5,970 | $10,703-44.2% | $8,592-30.5% | $11,596-48.5% |