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 | $40,848 | $127,065-67.9% | $113,168-63.9% | $142,382-71.3% |
| Participation rate | 82.6% | 79.2%+3.4pp | 76.6%+6.0pp | 80.1%+2.5pp |
| Annual return | 13.47% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,028 | $3,442-41.1% | $2,975-31.8% | $4,299-52.8% |
| Participant deferral / active EE | $2,679 | $5,716-53.1% | $5,107-47.5% | $6,507-58.8% |
| Admin fee / account holder | $9,798 | $15,736-37.7% | $12,068-18.8% | $12,624-22.4% |