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 | $41,326 | $76,312-45.8% | $67,221-38.5% | $158,922-74.0% |
| Participation rate | 83.3% | 84.3%-1.0pp | 79.4%+4.0pp | 82.0%+1.4pp |
| Annual return | 15.49% | 22.77%-7.3pp | 20.72%-5.2pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,342 | $4,476-70.0% | $3,723-64.0% | $4,761-71.8% |
| Participant deferral / active EE | $2,290 | $5,264-56.5% | $4,384-47.8% | $5,982-61.7% |
| Admin fee / account holder | $398 | $8,005-95.0% | $5,844-93.2% | $11,246-96.5% |