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 | $42,644 | $209,411-79.6% | $178,490-76.1% | $158,922-73.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.98% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,051 | $5,706-46.5% | $5,011-39.1% | $4,761-35.9% |
| Participant deferral / active EE | $8,625 | $5,954+44.9% | $5,202+65.8% | $5,982+44.2% |
| Admin fee / account holder | $25,030 | $17,074+46.6% | $13,984+79.0% | $11,246+122.6% |