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 | $41,484 | $201,272-79.4% | $184,203-77.5% | $145,922-71.6% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 16.18% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,627 | $7,022-76.8% | $6,427-74.7% | $4,660-65.1% |
| Participant deferral / active EE | $4,440 | $9,806-54.7% | $9,131-51.4% | $6,688-33.6% |
| Admin fee / account holder | $9,549 | $16,364-41.6% | $13,901-31.3% | $13,397-28.7% |