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 | $48,818 | $98,240-50.3% | $82,313-40.7% | $147,584-66.9% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 16.28% | 30.85%-14.6pp | 25.88%-9.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,006 | $3,192-68.5% | $2,428-58.6% | $4,876-79.4% |
| Participant deferral / active EE | $4,791 | $4,383+9.3% | $3,706+29.3% | $5,439-11.9% |
| Admin fee / account holder | $344 | $8,563-96.0% | $5,608-93.9% | $10,885-96.8% |