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 | $43,008 | $159,602-73.1% | $150,045-71.3% | $142,382-69.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 15.04% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,280 | $4,961-74.2% | $4,693-72.7% | $4,299-70.2% |
| Participant deferral / active EE | $4,409 | $8,310-46.9% | $7,997-44.9% | $6,507-32.2% |
| Admin fee / account holder | $2,096 | $14,846-85.9% | $13,435-84.4% | $12,624-83.4% |