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 | $45,224 | $198,466-77.2% | $170,442-73.5% | $147,584-69.4% |
| Participation rate | 79.2% | 88.0%-8.8pp | 83.6%-4.4pp | 82.8%-3.7pp |
| Annual return | 16.27% | 257.29%-241.0pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,095 | $6,184-50.0% | $5,433-43.0% | $4,876-36.5% |
| Participant deferral / active EE | $2,364 | $5,629-58.0% | $4,939-52.1% | $5,439-56.5% |
| Admin fee / account holder | $4,438 | $16,852-73.7% | $13,880-68.0% | $10,885-59.2% |