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 | $40,129 | $107,452-62.7% | $91,541-56.2% | $142,382-71.8% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 15.71% | 22.06%-6.3pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,093 | $2,994-30.1% | $2,505-16.4% | $4,299-51.3% |
| Participant deferral / active EE | $4,462 | $4,754-6.2% | $4,008+11.3% | $6,507-31.4% |
| Admin fee / account holder | $941 | $8,834-89.3% | $6,956-86.5% | $12,624-92.5% |