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 | $42,259 | $228,332-81.5% | $185,823-77.3% | $158,922-73.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 5.99% | 40.80%-34.8pp | 35.95%-30.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,776 | $4,967-64.2% | $4,087-56.5% | $4,761-62.7% |
| Participant deferral / active EE | $1,776 | $6,415-72.3% | $5,632-68.5% | $5,982-70.3% |
| Admin fee / account holder | $50,020 | $11,864+321.6% | $9,500+426.5% | $11,246+344.8% |