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 | $43,185 | $100,773-57.1% | $88,946-51.4% | $142,382-69.7% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 14.03% | 70.18%-56.1pp | 57.82%-43.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $584 | $2,918-80.0% | $2,555-77.1% | $4,299-86.4% |
| Participant deferral / active EE | $4,092 | $5,230-21.8% | $4,581-10.7% | $6,507-37.1% |
| Admin fee / account holder | $666 | $9,693-93.1% | $8,261-91.9% | $12,624-94.7% |