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 | $47,386 | $103,376-54.2% | $87,100-45.6% | $152,861-69.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 10.64% | 28.10%-17.5pp | 28.19%-17.5pp | 345.32%-334.7pp |
| Employer contribution / active EE | $1,042 | $3,220-67.6% | $2,521-58.7% | $4,762-78.1% |
| Participant deferral / active EE | $3,268 | $4,778-31.6% | $4,049-19.3% | $5,850-44.1% |
| Admin fee / account holder | $413 | $12,205-96.6% | $7,497-94.5% | $11,596-96.4% |