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 | $38,870 | $177,572-78.1% | $154,803-74.9% | $142,382-72.7% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 14.73% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,071 | $4,810-56.9% | $4,305-51.9% | $4,299-51.8% |
| Participant deferral / active EE | $3,542 | $6,272-43.5% | $5,540-36.1% | $6,507-45.6% |
| Admin fee / account holder | $10,312 | $16,786-38.6% | $14,329-28.0% | $12,624-18.3% |