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 | $37,959 | $148,534-74.4% | $135,903-72.1% | $139,434-72.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.16% | 79.19%-67.0pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,951 | $5,243-62.8% | $4,856-59.8% | $4,751-58.9% |
| Participant deferral / active EE | $3,913 | $8,100-51.7% | $7,758-49.6% | $6,710-41.7% |
| Admin fee / account holder | $7,371 | $12,400-40.6% | $10,762-31.5% | $11,403-35.4% |