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 4-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 | $44,187 | $111,754-60.5% | $103,333-57.2% | $145,922-69.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 10.80% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,863 | $4,212-55.8% | $3,868-51.8% | $4,660-60.0% |
| Participant deferral / active EE | $5,850 | $5,619+4.1% | $5,057+15.7% | $6,688-12.5% |
| Admin fee / account holder | $10,539 | $9,750+8.1% | $8,355+26.1% | $13,397-21.3% |