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 | $45,191 | $165,335-72.7% | $149,696-69.8% | $158,922-71.6% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 12.56% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,531 | $5,103-50.4% | $4,644-45.5% | $4,761-46.8% |
| Participant deferral / active EE | $4,315 | $7,181-39.9% | $6,842-36.9% | $5,982-27.9% |
| Admin fee / account holder | $2,252 | $10,807-79.2% | $9,309-75.8% | $11,246-80.0% |