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 3-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 | $43,025 | $111,754-61.5% | $103,333-58.4% | $145,922-70.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.48% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,215 | $4,212-23.7% | $3,868-16.9% | $4,660-31.0% |
| Participant deferral / active EE | $6,926 | $5,619+23.3% | $5,057+37.0% | $6,688+3.6% |
| Admin fee / account holder | $819 | $9,750-91.6% | $8,355-90.2% | $13,397-93.9% |