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 | $40,026 | $115,770-65.4% | $101,248-60.5% | $158,922-74.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 19.22% | 56.14%-36.9pp | 46.47%-27.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,020 | $4,175-51.6% | $3,660-44.8% | $4,761-57.6% |
| Participant deferral / active EE | $2,557 | $4,957-48.4% | $4,370-41.5% | $5,982-57.3% |
| Admin fee / account holder | $318 | $7,245-95.6% | $5,945-94.6% | $11,246-97.2% |