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 | $41,111 | $90,503-54.6% | $78,689-47.8% | $273,961-85.0% |
| Participation rate | 82.6% | 76.5%+6.1pp | 73.6%+9.0pp | 83.0%-0.4pp |
| Annual return | 3.76% | 75.60%-71.8pp | 62.18%-58.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $4,089 | $3,176+28.8% | $2,851+43.4% | $4,869-16.0% |
| Participant deferral / active EE | $833 | $3,901-78.6% | $3,517-76.3% | $5,287-84.2% |
| Admin fee / account holder | $9,162 | $5,263+74.1% | $4,510+103.1% | $10,132-9.6% |