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 8-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 | $43,740 | $106,515-58.9% | $96,683-54.8% | $139,434-68.6% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 20.22% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,108 | $4,103-73.0% | $3,737-70.3% | $4,751-76.7% |
| Participant deferral / active EE | $4,969 | $5,454-8.9% | $4,878+1.9% | $6,710-26.0% |
| Admin fee / account holder | $996 | $7,877-87.4% | $6,730-85.2% | $11,403-91.3% |