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 | $38,564 | $106,584-63.8% | $101,326-61.9% | $142,382-72.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 13.78% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,692 | $3,956+43.9% | $3,665+55.3% | $4,299+32.4% |
| Participant deferral / active EE | $6,985 | $8,297-15.8% | $7,994-12.6% | $6,507+7.3% |
| Admin fee / account holder | $26,315 | $11,446+129.9% | $11,185+135.3% | $12,624+108.5% |