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 | $43,457 | $99,079-56.1% | $77,999-44.3% | $273,961-84.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 8.66% | 217.93%-209.3pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,395 | $3,308-57.8% | $2,470-43.5% | $4,869-71.4% |
| Participant deferral / active EE | $3,368 | $4,306-21.8% | $3,497-3.7% | $5,287-36.3% |
| Admin fee / account holder | $311 | $8,954-96.5% | $5,480-94.3% | $10,132-96.9% |