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 | $37,086 | $110,257-66.4% | $96,544-61.6% | $139,434-73.4% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 16.32% | 26.32%-10.0pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,057 | $3,620-43.2% | $2,965-30.6% | $4,751-56.7% |
| Participant deferral / active EE | $2,507 | $5,548-54.8% | $4,851-48.3% | $6,710-62.6% |
| Admin fee / account holder | $6,781 | $11,591-41.5% | $8,252-17.8% | $11,403-40.5% |