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 | $44,362 | $98,240-54.8% | $82,313-46.1% | $147,584-69.9% |
| Participation rate | 86.4% | 79.7%+6.6pp | 76.9%+9.5pp | 82.8%+3.5pp |
| Annual return | 11.16% | 30.85%-19.7pp | 25.88%-14.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,084 | $3,192-66.0% | $2,428-55.4% | $4,876-77.8% |
| Participant deferral / active EE | $1,980 | $4,383-54.8% | $3,706-46.6% | $5,439-63.6% |
| Admin fee / account holder | $335 | $8,563-96.1% | $5,608-94.0% | $10,885-96.9% |