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 6-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 | $41,403 | $111,754-63.0% | $103,333-59.9% | $145,922-71.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.73% | 24.77%-14.0pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,493 | $4,212+6.6% | $3,868+16.2% | $4,660-3.6% |
| Participant deferral / active EE | $10,501 | $5,619+86.9% | $5,057+107.6% | $6,688+57.0% |
| Admin fee / account holder | $7,040 | $9,750-27.8% | $8,355-15.7% | $13,397-47.4% |