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 8-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 | $43,294 | $106,584-59.4% | $101,326-57.3% | $142,382-69.6% |
| Participation rate | 95.5% | 82.7%+12.8pp | 81.5%+14.0pp | 80.1%+15.3pp |
| Annual return | 16.57% | 36.93%-20.4pp | 36.82%-20.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,376 | $3,956+35.9% | $3,665+46.7% | $4,299+25.0% |
| Participant deferral / active EE | $11,360 | $8,297+36.9% | $7,994+42.1% | $6,507+74.6% |
| Admin fee / account holder | $14,768 | $11,446+29.0% | $11,185+32.0% | $12,624+17.0% |