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 | $43,868 | $91,037-51.8% | $71,671-38.8% | $147,584-70.3% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 18.78% | 20.48%-1.7pp | 20.65%-1.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,611 | $3,327-51.6% | $2,460-34.5% | $4,876-67.0% |
| Participant deferral / active EE | $3,423 | $4,498-23.9% | $3,438-0.4% | $5,439-37.1% |
| Admin fee / account holder | $6,563 | $8,613-23.8% | $5,558+18.1% | $10,885-39.7% |