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 | $40,115 | $109,881-63.5% | $150,045-73.3% | $84,808-52.7% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 17.86% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,388 | $3,561-4.9% | $4,693-27.8% | $2,631+28.8% |
| Participant deferral / active EE | $4,749 | $6,636-28.4% | $7,997-40.6% | $4,212+12.8% |
| Admin fee / account holder | $900 | $8,568-89.5% | $13,435-93.3% | $7,344-87.7% |