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 9-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 | $37,937 | $106,584-64.4% | $101,326-62.6% | $142,382-73.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 12.87% | 36.93%-24.1pp | 36.82%-23.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,327 | $3,956-66.5% | $3,665-63.8% | $4,299-69.1% |
| Participant deferral / active EE | $2,684 | $8,297-67.7% | $7,994-66.4% | $6,507-58.8% |
| Admin fee / account holder | $12,943 | $11,446+13.1% | $11,185+15.7% | $12,624+2.5% |