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 | $43,099 | $102,616-58.0% | $81,983-47.4% | $158,922-72.9% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 15.28% | 61.04%-45.8pp | 41.31%-26.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $789 | $3,240-75.7% | $2,498-68.4% | $4,761-83.4% |
| Participant deferral / active EE | $3,378 | $4,648-27.3% | $3,722-9.2% | $5,982-43.5% |
| Admin fee / account holder | $405 | $8,235-95.1% | $5,664-92.9% | $11,246-96.4% |