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 | $40,716 | $162,781-75.0% | $133,956-69.6% | $158,922-74.4% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 8.03% | 41.94%-33.9pp | 45.09%-37.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,039 | $4,975-59.0% | $3,919-48.0% | $4,761-57.2% |
| Participant deferral / active EE | $6,206 | $5,911+5.0% | $5,048+22.9% | $5,982+3.7% |
| Admin fee / account holder | $16,883 | $11,736+43.8% | $8,927+89.1% | $11,246+50.1% |