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 | $43,750 | $96,128-54.5% | $136,007-67.8% | $80,856-45.9% |
| Participation rate | 72.1% | 71.2%+0.9pp | 76.5%-4.3pp | 67.6%+4.5pp |
| Annual return | 12.87% | 28.71%-15.8pp | 579.32%-566.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,871 | $3,351-44.2% | $4,217-55.6% | $2,755-32.1% |
| Participant deferral / active EE | $3,032 | $5,709-46.9% | $7,025-56.8% | $4,296-29.4% |
| Admin fee / account holder | $2,743 | $8,236-66.7% | $6,858-60.0% | $6,918-60.3% |