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 | $41,541 | $95,266-56.4% | $82,389-49.6% | $142,382-70.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 14.51% | 25.74%-11.2pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,957 | $2,991-1.1% | $2,517+17.5% | $4,299-31.2% |
| Participant deferral / active EE | $8,825 | $4,809+83.5% | $4,155+112.4% | $6,507+35.6% |
| Admin fee / account holder | $2,388 | $8,563-72.1% | $7,231-67.0% | $12,624-81.1% |