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 | $40,621 | $109,881-63.0% | $150,045-72.9% | $84,808-52.1% |
| Participation rate | 75.4% | 76.1%-0.7pp | 82.3%-7.0pp | 68.3%+7.1pp |
| Annual return | 21.18% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $895 | $3,561-74.9% | $4,693-80.9% | $2,631-66.0% |
| Participant deferral / active EE | $6,742 | $6,636+1.6% | $7,997-15.7% | $4,212+60.1% |
| Admin fee / account holder | $1,763 | $8,568-79.4% | $13,435-86.9% | $7,344-76.0% |