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 | $41,142 | $127,386-67.7% | $115,037-64.2% | $125,391-67.2% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | 1.09% | 31.28%-30.2pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,818 | $5,166-45.4% | $4,608-38.8% | $4,866-42.1% |
| Participant deferral / active EE | $7,413 | $6,423+15.4% | $6,026+23.0% | $5,352+38.5% |
| Admin fee / account holder | $348 | $9,516-96.3% | $8,175-95.7% | $9,540-96.4% |