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 | $47,542 | $209,411-77.3% | $178,490-73.4% | $158,922-70.1% |
| Participation rate | 82.4% | 86.3%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 16.57% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,283 | $5,706-77.5% | $5,011-74.4% | $4,761-73.1% |
| Participant deferral / active EE | $2,869 | $5,954-51.8% | $5,202-44.8% | $5,982-52.0% |
| Admin fee / account holder | $1,886 | $17,074-89.0% | $13,984-86.5% | $11,246-83.2% |