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 | $43,877 | $100,773-56.5% | $88,946-50.7% | $142,382-69.2% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 17.81% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,126 | $2,918-27.1% | $2,555-16.8% | $4,299-50.5% |
| Participant deferral / active EE | $5,179 | $5,230-1.0% | $4,581+13.0% | $6,507-20.4% |
| Admin fee / account holder | $374 | $9,693-96.1% | $8,261-95.5% | $12,624-97.0% |