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 3-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 | $42,207 | $111,754-62.2% | $103,333-59.2% | $145,922-71.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.11% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,228 | $4,212-23.4% | $3,868-16.5% | $4,660-30.7% |
| Participant deferral / active EE | $8,048 | $5,619+43.2% | $5,057+59.1% | $6,688+20.3% |
| Admin fee / account holder | $1,232 | $9,750-87.4% | $8,355-85.3% | $13,397-90.8% |