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 | $37,876 | $214,378-82.3% | $200,582-81.1% | $142,382-73.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 18.16% | 46.41%-28.2pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,615 | $6,841-32.5% | $6,419-28.1% | $4,299+7.3% |
| Participant deferral / active EE | $9,668 | $9,865-2.0% | $9,331+3.6% | $6,507+48.6% |
| Admin fee / account holder | $2,421 | $17,692-86.3% | $16,305-85.2% | $12,624-80.8% |