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 | $44,211 | $165,912-73.4% | $122,332-63.9% | $147,584-70.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 14.58% | 34.55%-20.0pp | 30.27%-15.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,240 | $5,754-43.7% | $4,050-20.0% | $4,876-33.6% |
| Participant deferral / active EE | $1,870 | $4,005-53.3% | $3,287-43.1% | $5,439-65.6% |
| Admin fee / account holder | $2,428 | $7,424-67.3% | $5,478-55.7% | $10,885-77.7% |