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 | $45,979 | $144,119-68.1% | $117,854-61.0% | $147,584-68.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 24.71% | 531.15%-506.4pp | 335.08%-310.4pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,593 | $4,896-67.5% | $3,786-57.9% | $4,876-67.3% |
| Participant deferral / active EE | $3,013 | $5,316-43.3% | $4,482-32.8% | $5,439-44.6% |
| Admin fee / account holder | $6,825 | $10,886-37.3% | $8,020-14.9% | $10,885-37.3% |