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 | $40,598 | $58,208-30.3% | $81,812-50.4% | $80,856-49.8% |
| Participation rate | 97.4% | 63.4%+34.0pp | 72.3%+25.0pp | 67.6%+29.7pp |
| Annual return | 15.64% | 41.66%-26.0pp | 773.79%-758.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $961 | $2,340-58.9% | $2,912-67.0% | $2,755-65.1% |
| Participant deferral / active EE | $2,946 | $3,281-10.2% | $4,319-31.8% | $4,296-31.4% |
| Admin fee / account holder | $6,364 | $4,981+27.8% | $7,386-13.8% | $6,918-8.0% |