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 | $44,126 | $77,899-43.4% | $149,673-70.5% | $75,163-41.3% |
| Participation rate | 89.6% | 65.6%+24.0pp | 78.8%+10.8pp | 67.2%+22.4pp |
| Annual return | 13.58% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,774 | $3,137-43.5% | $4,818-63.2% | $2,670-33.6% |
| Participant deferral / active EE | $4,876 | $3,411+43.0% | $5,680-14.2% | $4,125+18.2% |
| Admin fee / account holder | $1,610 | $5,956-73.0% | $13,210-87.8% | $5,651-71.5% |