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 | $44,298 | $179,726-75.4% | $156,263-71.7% | $142,382-68.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 10.16% | 77.86%-67.7pp | 59.47%-49.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,725 | $5,069-66.0% | $4,333-60.2% | $4,299-59.9% |
| Participant deferral / active EE | $3,450 | $6,956-50.4% | $6,158-44.0% | $6,507-47.0% |
| Admin fee / account holder | $3,529 | $17,272-79.6% | $14,255-75.2% | $12,624-72.0% |