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 9-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 | $43,056 | $179,726-76.0% | $156,263-72.4% | $142,382-69.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.27% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,214 | $5,069-56.3% | $4,333-48.9% | $4,299-48.5% |
| Participant deferral / active EE | $6,294 | $6,956-9.5% | $6,158+2.2% | $6,507-3.3% |
| Admin fee / account holder | $2,975 | $17,272-82.8% | $14,255-79.1% | $12,624-76.4% |