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 5-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 | $37,598 | $201,272-81.3% | $184,203-79.6% | $145,922-74.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.40% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,255 | $7,022-67.9% | $6,427-64.9% | $4,660-51.6% |
| Participant deferral / active EE | $9,191 | $9,806-6.3% | $9,131+0.6% | $6,688+37.4% |
| Admin fee / account holder | $4,843 | $16,364-70.4% | $13,901-65.2% | $13,397-63.9% |