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 | $41,269 | $127,065-67.5% | $113,168-63.5% | $142,382-71.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 13.56% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,633 | $3,442-52.6% | $2,975-45.1% | $4,299-62.0% |
| Participant deferral / active EE | $3,116 | $5,716-45.5% | $5,107-39.0% | $6,507-52.1% |
| Admin fee / account holder | $7,653 | $15,736-51.4% | $12,068-36.6% | $12,624-39.4% |