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 | $40,587 | $177,572-77.1% | $154,803-73.8% | $142,382-71.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.23% | 65.07%-46.8pp | 58.88%-40.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,435 | $4,810-7.8% | $4,305+3.0% | $4,299+3.2% |
| Participant deferral / active EE | $6,988 | $6,272+11.4% | $5,540+26.1% | $6,507+7.4% |
| Admin fee / account holder | $9,616 | $16,786-42.7% | $14,329-32.9% | $12,624-23.8% |