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 3-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 | $40,450 | $201,272-79.9% | $184,203-78.0% | $145,922-72.3% |
| Participation rate | 87.0% | 87.5%-0.5pp | 86.8%+0.1pp | 80.3%+6.7pp |
| Annual return | 10.98% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,714 | $7,022-47.1% | $6,427-42.2% | $4,660-20.3% |
| Participant deferral / active EE | $7,943 | $9,806-19.0% | $9,131-13.0% | $6,688+18.8% |
| Admin fee / account holder | $4,645 | $16,364-71.6% | $13,901-66.6% | $13,397-65.3% |