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 | $41,045 | $111,754-63.3% | $103,333-60.3% | $145,922-71.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 14.03% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,648 | $4,212-37.1% | $3,868-31.5% | $4,660-43.2% |
| Participant deferral / active EE | $6,367 | $5,619+13.3% | $5,057+25.9% | $6,688-4.8% |
| Admin fee / account holder | $547 | $9,750-94.4% | $8,355-93.5% | $13,397-95.9% |