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 | $41,125 | $102,616-59.9% | $81,983-49.8% | $158,922-74.1% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 15.17% | 61.04%-45.9pp | 41.31%-26.1pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,694 | $3,240-16.9% | $2,498+7.8% | $4,761-43.4% |
| Participant deferral / active EE | $4,720 | $4,648+1.6% | $3,722+26.8% | $5,982-21.1% |
| Admin fee / account holder | $6,443 | $8,235-21.8% | $5,664+13.8% | $11,246-42.7% |