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 8-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 | $40,421 | $111,754-63.8% | $103,333-60.9% | $145,922-72.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 10.94% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,065 | $4,212-51.0% | $3,868-46.6% | $4,660-55.7% |
| Participant deferral / active EE | $6,298 | $5,619+12.1% | $5,057+24.5% | $6,688-5.8% |
| Admin fee / account holder | $1,799 | $9,750-81.6% | $8,355-78.5% | $13,397-86.6% |