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 | $46,382 | $159,901-71.0% | $146,958-68.4% | $145,922-68.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 10.82% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,550 | $5,286-70.7% | $4,933-68.6% | $4,660-66.7% |
| Participant deferral / active EE | $5,334 | $8,428-36.7% | $8,070-33.9% | $6,688-20.2% |
| Admin fee / account holder | $3,767 | $15,044-75.0% | $12,998-71.0% | $13,397-71.9% |