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 5-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 | $37,675 | $106,584-64.7% | $101,326-62.8% | $142,382-73.5% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 19.52% | 36.93%-17.4pp | 36.82%-17.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,042 | $3,956-23.1% | $3,665-17.0% | $4,299-29.2% |
| Participant deferral / active EE | $7,570 | $8,297-8.8% | $7,994-5.3% | $6,507+16.3% |
| Admin fee / account holder | $1,855 | $11,446-83.8% | $11,185-83.4% | $12,624-85.3% |