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 | $44,594 | $127,777-65.1% | $106,548-58.1% | $167,490-73.4% |
| Participation rate | 77.3% | 78.3%-1.0pp | 76.1%+1.1pp | 82.1%-4.8pp |
| Annual return | 12.45% | 33.87%-21.4pp | 26.80%-14.4pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,815 | $3,427-47.0% | $2,819-35.6% | $4,837-62.5% |
| Participant deferral / active EE | $3,322 | $5,087-34.7% | $4,398-24.5% | $6,341-47.6% |
| Admin fee / account holder | $7,155 | $11,228-36.3% | $7,407-3.4% | $12,309-41.9% |