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 | $39,986 | $179,726-77.8% | $156,263-74.4% | $142,382-71.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 15.46% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,635 | $5,069-48.0% | $4,333-39.2% | $4,299-38.7% |
| Participant deferral / active EE | $3,191 | $6,956-54.1% | $6,158-48.2% | $6,507-51.0% |
| Admin fee / account holder | $790 | $17,272-95.4% | $14,255-94.5% | $12,624-93.7% |