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 7-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 | $45,676 | $110,257-58.6% | $96,544-52.7% | $139,434-67.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 14.70% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,588 | $3,620-28.5% | $2,965-12.7% | $4,751-45.5% |
| Participant deferral / active EE | $9,360 | $5,548+68.7% | $4,851+93.0% | $6,710+39.5% |
| Admin fee / account holder | $725 | $11,591-93.7% | $8,252-91.2% | $11,403-93.6% |