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 | $40,680 | $175,202-76.8% | $149,673-72.8% | $139,434-70.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 18.78% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,254 | $5,474-77.1% | $4,818-74.0% | $4,751-73.6% |
| Participant deferral / active EE | $2,457 | $6,519-62.3% | $5,680-56.7% | $6,710-63.4% |
| Admin fee / account holder | $467 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |