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 | $41,450 | $103,376-59.9% | $87,100-52.4% | $152,861-72.9% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 27.68% | 28.10%-0.4pp | 28.19%-0.5pp | 345.32%-317.6pp |
| Employer contribution / active EE | $750 | $3,220-76.7% | $2,521-70.3% | $4,762-84.3% |
| Participant deferral / active EE | $4,428 | $4,778-7.3% | $4,049+9.4% | $5,850-24.3% |
| Admin fee / account holder | $357 | $12,205-97.1% | $7,497-95.2% | $11,596-96.9% |