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 | $39,439 | $105,859-62.7% | $90,160-56.3% | $147,584-73.3% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 10.29% | 37.63%-27.3pp | 34.88%-24.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,962 | $4,126-52.4% | $3,318-40.9% | $4,876-59.8% |
| Participant deferral / active EE | $4,434 | $5,733-22.7% | $5,288-16.2% | $5,439-18.5% |
| Admin fee / account holder | $518 | $8,046-93.6% | $5,943-91.3% | $10,885-95.2% |