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 6-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 | $40,163 | $148,534-73.0% | $135,903-70.4% | $139,434-71.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.78% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,372 | $5,243-73.8% | $4,856-71.7% | $4,751-71.1% |
| Participant deferral / active EE | $7,555 | $8,100-6.7% | $7,758-2.6% | $6,710+12.6% |
| Admin fee / account holder | $6,219 | $12,400-49.8% | $10,762-42.2% | $11,403-45.5% |