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 | $42,160 | $84,233-49.9% | $170,442-75.3% | $70,131-39.9% |
| Participation rate | 81.1% | 70.8%+10.2pp | 83.6%-2.5pp | 69.5%+11.5pp |
| Annual return | 16.07% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,545 | $3,387-54.4% | $5,433-71.6% | $2,342-34.0% |
| Participant deferral / active EE | $2,802 | $3,086-9.2% | $4,939-43.3% | $3,332-15.9% |
| Admin fee / account holder | $532 | $5,698-90.7% | $13,880-96.2% | $4,645-88.6% |