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 9-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 | $42,829 | $124,319-65.5% | $111,297-61.5% | $167,490-74.4% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 9.82% | 37.44%-27.6pp | 54.65%-44.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,793 | $3,435-47.8% | $2,731-34.4% | $4,837-62.9% |
| Participant deferral / active EE | $4,767 | $5,180-8.0% | $4,487+6.2% | $6,341-24.8% |
| Admin fee / account holder | $401 | $10,618-96.2% | $7,964-95.0% | $12,309-96.7% |