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 7-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 | $36,768 | $154,117-76.1% | $129,995-71.7% | $139,434-73.6% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.8pp | 80.3%+0.9pp |
| Annual return | 18.90% | 32.48%-13.6pp | -137.18%+156.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,294 | $5,289-37.7% | $4,320-23.7% | $4,751-30.7% |
| Participant deferral / active EE | $5,643 | $6,710-15.9% | $5,820-3.0% | $6,710-15.9% |
| Admin fee / account holder | $3,726 | $14,007-73.4% | $10,614-64.9% | $11,403-67.3% |