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 | $40,479 | $159,602-74.6% | $150,045-73.0% | $142,382-71.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.54% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,335 | $4,961-52.9% | $4,693-50.2% | $4,299-45.7% |
| Participant deferral / active EE | $4,636 | $8,310-44.2% | $7,997-42.0% | $6,507-28.8% |
| Admin fee / account holder | $13,374 | $14,846-9.9% | $13,435-0.5% | $12,624+5.9% |