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 | $40,902 | $109,359-62.6% | $162,163-74.8% | $72,985-44.0% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 19.47% | 25.46%-6.0pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,210 | $3,907-69.0% | $5,614-78.5% | $2,440-50.4% |
| Participant deferral / active EE | $7,544 | $5,481+37.6% | $7,298+3.4% | $3,607+109.1% |
| Admin fee / account holder | $1,763 | $7,972-77.9% | $10,843-83.7% | $5,124-65.6% |