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 | $43,224 | $71,809-39.8% | $61,048-29.2% | $152,861-71.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 79.3%+4.0pp | 82.4%+0.9pp |
| Annual return | 17.48% | 29.74%-12.3pp | 26.18%-8.7pp | 345.32%-327.8pp |
| Employer contribution / active EE | $4,535 | $4,545-0.2% | $3,716+22.0% | $4,762-4.8% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8,711 | $4,750+83.4% | $3,728+133.7% | $11,596-24.9% |