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 | $42,163 | $111,754-62.3% | $103,333-59.2% | $145,922-71.1% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 13.26% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,909 | $4,212-54.7% | $3,868-50.6% | $4,660-59.0% |
| Participant deferral / active EE | $5,405 | $5,619-3.8% | $5,057+6.9% | $6,688-19.2% |
| Admin fee / account holder | $769 | $9,750-92.1% | $8,355-90.8% | $13,397-94.3% |