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 | $45,660 | $157,256-71.0% | $141,162-67.7% | $152,861-70.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 37.78% | 64.32%-26.5pp | 71.39%-33.6pp | 345.32%-307.5pp |
| Employer contribution / active EE | $2,086 | $5,261-60.4% | $4,735-56.0% | $4,762-56.2% |
| Participant deferral / active EE | $4,438 | $7,109-37.6% | $6,709-33.9% | $5,850-24.1% |
| Admin fee / account holder | $358 | $12,120-97.0% | $10,261-96.5% | $11,596-96.9% |