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 | $41,892 | $127,065-67.0% | $113,168-63.0% | $142,382-70.6% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 16.47% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,205 | $3,442-65.0% | $2,975-59.5% | $4,299-72.0% |
| Participant deferral / active EE | $1,889 | $5,716-67.0% | $5,107-63.0% | $6,507-71.0% |
| Admin fee / account holder | $2,963 | $15,736-81.2% | $12,068-75.4% | $12,624-76.5% |