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 | $45,055 | $209,411-78.5% | $178,490-74.8% | $158,922-71.6% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 11.56% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,168 | $5,706-79.5% | $5,011-76.7% | $4,761-75.5% |
| Participant deferral / active EE | $2,843 | $5,954-52.3% | $5,202-45.3% | $5,982-52.5% |
| Admin fee / account holder | $3,342 | $17,074-80.4% | $13,984-76.1% | $11,246-70.3% |