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 | $41,717 | $74,888-44.3% | $71,209-41.4% | $142,382-70.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.29% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,864 | $2,854-34.7% | $2,721-31.5% | $4,299-56.6% |
| Participant deferral / active EE | $3,808 | $4,454-14.5% | $4,175-8.8% | $6,507-41.5% |
| Admin fee / account holder | $777 | $5,568-86.0% | $5,349-85.5% | $12,624-93.8% |