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 | $43,990 | $162,781-73.0% | $133,956-67.2% | $158,922-72.3% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 15.95% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,569 | $4,975-48.4% | $3,919-34.4% | $4,761-46.0% |
| Participant deferral / active EE | $4,861 | $5,911-17.8% | $5,048-3.7% | $5,982-18.7% |
| Admin fee / account holder | $461 | $11,736-96.1% | $8,927-94.8% | $11,246-95.9% |