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 | $43,499 | $201,272-78.4% | $184,203-76.4% | $145,922-70.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 17.54% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,501 | $7,022-64.4% | $6,427-61.1% | $4,660-46.3% |
| Participant deferral / active EE | $4,204 | $9,806-57.1% | $9,131-54.0% | $6,688-37.1% |
| Admin fee / account holder | $6,262 | $16,364-61.7% | $13,901-55.0% | $13,397-53.3% |