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 | $41,883 | $165,335-74.7% | $149,696-72.0% | $158,922-73.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 15.16% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,533 | $5,103-30.8% | $4,644-23.9% | $4,761-25.8% |
| Participant deferral / active EE | $6,713 | $7,181-6.5% | $6,842-1.9% | $5,982+12.2% |
| Admin fee / account holder | $9,934 | $10,807-8.1% | $9,309+6.7% | $11,246-11.7% |