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 | $40,135 | $77,899-48.5% | $149,673-73.2% | $75,163-46.6% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 14.37% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,821 | $3,137-10.1% | $4,818-41.4% | $2,670+5.7% |
| Participant deferral / active EE | $1,921 | $3,411-43.7% | $5,680-66.2% | $4,125-53.4% |
| Admin fee / account holder | $689 | $5,956-88.4% | $13,210-94.8% | $5,651-87.8% |