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 | $40,692 | $95,266-57.3% | $82,389-50.6% | $142,382-71.4% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.5%+23.8pp | 80.1%+13.2pp |
| Annual return | 15.17% | 25.74%-10.6pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,631 | $2,991-45.5% | $2,517-35.2% | $4,299-62.1% |
| Participant deferral / active EE | $5,185 | $4,809+7.8% | $4,155+24.8% | $6,507-20.3% |
| Admin fee / account holder | $3,926 | $8,563-54.2% | $7,231-45.7% | $12,624-68.9% |