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 | $45,135 | $183,519-75.4% | $155,509-71.0% | $145,922-69.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.01% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,045 | $5,313-23.9% | $4,672-13.4% | $4,660-13.2% |
| Participant deferral / active EE | $9,012 | $6,462+39.5% | $5,626+60.2% | $6,688+34.8% |
| Admin fee / account holder | $5,683 | $19,313-70.6% | $15,912-64.3% | $13,397-57.6% |