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 | $39,289 | $201,272-80.5% | $184,203-78.7% | $145,922-73.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 21.27% | 29.00%-7.7pp | 28.81%-7.5pp | 561.29%-540.0pp |
| Employer contribution / active EE | $5,631 | $7,022-19.8% | $6,427-12.4% | $4,660+20.8% |
| Participant deferral / active EE | $4,458 | $9,806-54.5% | $9,131-51.2% | $6,688-33.3% |
| Admin fee / account holder | $13,114 | $16,364-19.9% | $13,901-5.7% | $13,397-2.1% |