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 | $40,582 | $162,781-75.1% | $133,956-69.7% | $158,922-74.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 17.89% | 41.94%-24.1pp | 45.09%-27.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,582 | $4,975-68.2% | $3,919-59.6% | $4,761-66.8% |
| Participant deferral / active EE | $2,725 | $5,911-53.9% | $5,048-46.0% | $5,982-54.4% |
| Admin fee / account holder | $1,824 | $11,736-84.5% | $8,927-79.6% | $11,246-83.8% |