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 | $40,728 | $98,240-58.5% | $82,313-50.5% | $147,584-72.4% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 18.39% | 30.85%-12.5pp | 25.88%-7.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,217 | $3,192-61.9% | $2,428-49.9% | $4,876-75.0% |
| Participant deferral / active EE | $7,754 | $4,383+76.9% | $3,706+109.2% | $5,439+42.6% |
| Admin fee / account holder | $418 | $8,563-95.1% | $5,608-92.5% | $10,885-96.2% |