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 | $40,498 | $148,534-72.7% | $135,903-70.2% | $139,434-71.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 13.55% | 79.19%-65.6pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,712 | $5,243-48.3% | $4,856-44.1% | $4,751-42.9% |
| Participant deferral / active EE | $4,228 | $8,100-47.8% | $7,758-45.5% | $6,710-37.0% |
| Admin fee / account holder | $2,167 | $12,400-82.5% | $10,762-79.9% | $11,403-81.0% |