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 5-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 | $41,610 | $159,602-73.9% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.51% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,397 | $4,961-31.5% | $4,693-27.6% | $4,299-21.0% |
| Participant deferral / active EE | $7,391 | $8,310-11.1% | $7,997-7.6% | $6,507+13.6% |
| Admin fee / account holder | $6,733 | $14,846-54.6% | $13,435-49.9% | $12,624-46.7% |