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 | $42,268 | $110,261-61.7% | $95,745-55.9% | $139,434-69.7% |
| Participation rate | 81.3% | 75.8%+5.5pp | 72.3%+9.0pp | 80.3%+0.9pp |
| Annual return | 14.36% | 27.11%-12.8pp | 28.35%-14.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,240 | $3,257-0.5% | $2,835+14.3% | $4,751-31.8% |
| Participant deferral / active EE | $2,136 | $4,676-54.3% | $4,245-49.7% | $6,710-68.2% |
| Admin fee / account holder | $2,746 | $6,613-58.5% | $5,678-51.6% | $11,403-75.9% |