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 | $42,416 | $149,734-71.7% | $118,925-64.3% | $158,922-73.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 27.29% | 19.95%+7.3pp | 35.88%-8.6pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,106 | $4,115-48.8% | $3,263-35.5% | $4,761-55.8% |
| Participant deferral / active EE | $5,729 | $5,223+9.7% | $4,265+34.3% | $5,982-4.2% |
| Admin fee / account holder | $431 | $8,603-95.0% | $6,581-93.4% | $11,246-96.2% |