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 | $41,602 | $127,065-67.3% | $113,168-63.2% | $142,382-70.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.82% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,470 | $3,442-57.3% | $2,975-50.6% | $4,299-65.8% |
| Participant deferral / active EE | $3,588 | $5,716-37.2% | $5,107-29.7% | $6,507-44.9% |
| Admin fee / account holder | $2,275 | $15,736-85.5% | $12,068-81.1% | $12,624-82.0% |