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 | $41,687 | $209,411-80.1% | $178,490-76.6% | $158,922-73.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.07% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,578 | $5,706-72.3% | $5,011-68.5% | $4,761-66.8% |
| Participant deferral / active EE | $2,762 | $5,954-53.6% | $5,202-46.9% | $5,982-53.8% |
| Admin fee / account holder | $1,525 | $17,074-91.1% | $13,984-89.1% | $11,246-86.4% |