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 | $42,414 | $198,466-78.6% | $170,442-75.1% | $147,584-71.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.37% | 257.29%-241.9pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,974 | $6,184-68.1% | $5,433-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $3,192 | $5,629-43.3% | $4,939-35.4% | $5,439-41.3% |
| Admin fee / account holder | $15,674 | $16,852-7.0% | $13,880+12.9% | $10,885+44.0% |