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 | $40,290 | $83,477-51.7% | $125,175-67.8% | $72,985-44.8% |
| Participation rate | 86.3% | 73.3%+13.0pp | 79.8%+6.5pp | 69.5%+16.8pp |
| Annual return | 42.53% | 25.78%+16.8pp | 43.79%-1.3pp | 81.00%-38.5pp |
| Employer contribution / active EE | $3,154 | $2,345+34.5% | $3,865-18.4% | $2,440+29.3% |
| Participant deferral / active EE | $3,754 | $3,585+4.7% | $4,937-24.0% | $3,607+4.1% |
| Admin fee / account holder | $1,215 | $5,517-78.0% | $9,702-87.5% | $5,124-76.3% |