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 7-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 | $41,046 | $106,515-61.5% | $96,683-57.5% | $139,434-70.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.16% | 38.43%-21.3pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,539 | $4,103-62.5% | $3,737-58.8% | $4,751-67.6% |
| Participant deferral / active EE | $4,697 | $5,454-13.9% | $4,878-3.7% | $6,710-30.0% |
| Admin fee / account holder | $450 | $7,877-94.3% | $6,730-93.3% | $11,403-96.1% |