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 | $43,743 | $155,788-71.9% | $124,672-64.9% | $167,490-73.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 23.81% | 17.97%+5.8pp | 5142.93%-5119.1pp | 478.56%-454.7pp |
| Employer contribution / active EE | $2,534 | $4,163-39.1% | $3,324-23.8% | $4,837-47.6% |
| Participant deferral / active EE | $3,423 | $5,673-39.7% | $4,614-25.8% | $6,341-46.0% |
| Admin fee / account holder | $4,438 | $9,531-53.4% | $7,493-40.8% | $12,309-63.9% |