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 8-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 | $43,577 | $110,257-60.5% | $96,544-54.9% | $139,434-68.7% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 16.44% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,348 | $3,620-35.1% | $2,965-20.8% | $4,751-50.6% |
| Participant deferral / active EE | $7,364 | $5,548+32.7% | $4,851+51.8% | $6,710+9.7% |
| Admin fee / account holder | $2,025 | $11,591-82.5% | $8,252-75.5% | $11,403-82.2% |