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 | $42,633 | $96,635-55.9% | $86,612-50.8% | $139,434-69.4% |
| Participation rate | 78.3% | 74.4%+3.9pp | 71.7%+6.6pp | 80.3%-2.1pp |
| Annual return | 16.60% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $945 | $3,263-71.0% | $3,022-68.7% | $4,751-80.1% |
| Participant deferral / active EE | $3,018 | $4,836-37.6% | $4,438-32.0% | $6,710-55.0% |
| Admin fee / account holder | $16,874 | $6,408+163.3% | $5,614+200.6% | $11,403+48.0% |