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 | $44,144 | $99,918-55.8% | $81,382-45.8% | $145,922-69.7% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 13.96% | 34.32%-20.4pp | 24.73%-10.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $399 | $2,978-86.6% | $2,463-83.8% | $4,660-91.4% |
| Participant deferral / active EE | $2,779 | $4,605-39.7% | $3,883-28.4% | $6,688-58.5% |
| Admin fee / account holder | $12,846 | $8,212+56.4% | $5,768+122.7% | $13,397-4.1% |