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 | $43,230 | $217,402-80.1% | $185,823-76.7% | $167,490-74.2% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 13.49% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,448 | $5,873-58.3% | $5,167-52.6% | $4,837-49.4% |
| Participant deferral / active EE | $3,474 | $6,356-45.3% | $5,568-37.6% | $6,341-45.2% |
| Admin fee / account holder | $4,360 | $19,811-78.0% | $16,237-73.1% | $12,309-64.6% |