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 | $40,395 | $106,515-62.1% | $96,683-58.2% | $139,434-71.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 16.06% | 38.43%-22.4pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,285 | $4,103-68.7% | $3,737-65.6% | $4,751-73.0% |
| Participant deferral / active EE | $5,293 | $5,454-3.0% | $4,878+8.5% | $6,710-21.1% |
| Admin fee / account holder | $3,779 | $7,877-52.0% | $6,730-43.8% | $11,403-66.9% |