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 | $42,137 | $159,602-73.6% | $150,045-71.9% | $142,382-70.4% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 14.84% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,818 | $4,961-23.0% | $4,693-18.6% | $4,299-11.2% |
| Participant deferral / active EE | $8,390 | $8,310+1.0% | $7,997+4.9% | $6,507+28.9% |
| Admin fee / account holder | $5,039 | $14,846-66.1% | $13,435-62.5% | $12,624-60.1% |