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 | $38,847 | $117,841-67.0% | $102,423-62.1% | $145,922-73.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 9.53% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,658 | $3,615-26.5% | $3,023-12.1% | $4,660-43.0% |
| Participant deferral / active EE | $2,760 | $5,731-51.8% | $5,053-45.4% | $6,688-58.7% |
| Admin fee / account holder | $3,092 | $13,326-76.8% | $9,451-67.3% | $13,397-76.9% |