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 | $45,019 | $144,119-68.8% | $117,854-61.8% | $147,584-69.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 18.78% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,747 | $4,896-43.9% | $3,786-27.4% | $4,876-43.7% |
| Participant deferral / active EE | $5,320 | $5,316+0.1% | $4,482+18.7% | $5,439-2.2% |
| Admin fee / account holder | $839 | $10,886-92.3% | $8,020-89.5% | $10,885-92.3% |