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 | $45,536 | $135,952-66.5% | $123,892-63.2% | $273,961-83.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,375 | $5,170-54.1% | $4,617-48.6% | $4,869-51.2% |
| Participant deferral / active EE | $3,973 | $6,343-37.4% | $5,984-33.6% | $5,287-24.9% |
| Admin fee / account holder | $5,333 | $9,817-45.7% | $8,357-36.2% | $10,132-47.4% |