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 | $43,510 | $165,984-73.8% | $164,813-73.6% | $145,922-70.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.98% | 100.03%-88.1pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,231 | $5,273-38.7% | $4,341-25.6% | $4,660-30.7% |
| Participant deferral / active EE | $5,509 | $6,959-20.8% | $6,031-8.7% | $6,688-17.6% |
| Admin fee / account holder | $4,844 | $16,648-70.9% | $12,690-61.8% | $13,397-63.8% |