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 | $43,816 | $148,534-70.5% | $135,903-67.8% | $139,434-68.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.82% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,700 | $5,243-48.5% | $4,856-44.4% | $4,751-43.2% |
| Participant deferral / active EE | $4,609 | $8,100-43.1% | $7,758-40.6% | $6,710-31.3% |
| Admin fee / account holder | $667 | $12,400-94.6% | $10,762-93.8% | $11,403-94.2% |