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 | $36,460 | $103,376-64.7% | $87,100-58.1% | $152,861-76.1% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.9%+10.1pp | 82.4%+4.5pp |
| Annual return | 22.23% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,179 | $3,220-32.3% | $2,521-13.6% | $4,762-54.2% |
| Participant deferral / active EE | $4,946 | $4,778+3.5% | $4,049+22.2% | $5,850-15.5% |
| Admin fee / account holder | $2,004 | $12,205-83.6% | $7,497-73.3% | $11,596-82.7% |