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 | $45,587 | $177,572-74.3% | $154,803-70.6% | $142,382-68.0% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 12.27% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,285 | $4,810-31.7% | $4,305-23.7% | $4,299-23.6% |
| Participant deferral / active EE | $5,010 | $6,272-20.1% | $5,540-9.6% | $6,507-23.0% |
| Admin fee / account holder | $403 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |