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 | $41,986 | $148,534-71.7% | $135,903-69.1% | $139,434-69.9% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 25.14% | 79.19%-54.1pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $3,120 | $5,243-40.5% | $4,856-35.8% | $4,751-34.3% |
| Participant deferral / active EE | $6,725 | $8,100-17.0% | $7,758-13.3% | $6,710+0.2% |
| Admin fee / account holder | $721 | $12,400-94.2% | $10,762-93.3% | $11,403-93.7% |