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 | $40,487 | $117,983-65.7% | $101,794-60.2% | $142,382-71.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 10.36% | 36.92%-26.6pp | 30.53%-20.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,684 | $2,773-3.2% | $2,289+17.2% | $4,299-37.6% |
| Participant deferral / active EE | $3,233 | $4,714-31.4% | $4,084-20.8% | $6,507-50.3% |
| Admin fee / account holder | $24,565 | $10,433+135.4% | $8,777+179.9% | $12,624+94.6% |