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 | $45,373 | $111,754-59.4% | $103,333-56.1% | $145,922-68.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 21.81% | 24.77%-3.0pp | 24.88%-3.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $5,187 | $4,212+23.1% | $3,868+34.1% | $4,660+11.3% |
| Participant deferral / active EE | $6,103 | $5,619+8.6% | $5,057+20.7% | $6,688-8.7% |
| Admin fee / account holder | $482 | $9,750-95.1% | $8,355-94.2% | $13,397-96.4% |