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 | $43,701 | $177,572-75.4% | $154,803-71.8% | $142,382-69.3% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 16.00% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,332 | $4,810-72.3% | $4,305-69.1% | $4,299-69.0% |
| Participant deferral / active EE | $2,466 | $6,272-60.7% | $5,540-55.5% | $6,507-62.1% |
| Admin fee / account holder | $1,301 | $16,786-92.2% | $14,329-90.9% | $12,624-89.7% |