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 | $40,341 | $209,411-80.7% | $178,490-77.4% | $158,922-74.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 18.71% | 188.75%-170.0pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,269 | $5,706-60.2% | $5,011-54.7% | $4,761-52.4% |
| Participant deferral / active EE | $3,438 | $5,954-42.3% | $5,202-33.9% | $5,982-42.5% |
| Admin fee / account holder | $1,007 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |