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 | $43,659 | $109,359-60.1% | $162,163-73.1% | $72,985-40.2% |
| Participation rate | 83.8% | 84.3%-0.5pp | 87.6%-3.8pp | 69.5%+14.3pp |
| Annual return | 19.23% | 25.46%-6.2pp | 115.59%-96.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,311 | $3,907-40.9% | $5,614-58.8% | $2,440-5.3% |
| Participant deferral / active EE | $3,461 | $5,481-36.9% | $7,298-52.6% | $3,607-4.1% |
| Admin fee / account holder | $3,920 | $7,972-50.8% | $10,843-63.9% | $5,124-23.5% |