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 | $42,551 | $102,317-58.4% | $146,958-71.0% | $80,856-47.4% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 12.19% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,788 | $3,713-51.8% | $4,933-63.7% | $2,755-35.1% |
| Participant deferral / active EE | $4,509 | $6,644-32.1% | $8,070-44.1% | $4,296+5.0% |
| Admin fee / account holder | $1,249 | $7,941-84.3% | $12,998-90.4% | $6,918-81.9% |