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 | $35,875 | $78,422-54.3% | $95,952-62.6% | $79,858-55.1% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 20.07% | 19.37%+0.7pp | 91.61%-71.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,602 | $1,945+33.8% | $2,541+2.4% | $2,471+5.3% |
| Participant deferral / active EE | $3,431 | $3,440-0.3% | $4,167-17.7% | $3,740-8.3% |
| Admin fee / account holder | $1,174 | $5,622-79.1% | $6,795-82.7% | $5,306-77.9% |