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 8-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 | $41,156 | $177,572-76.8% | $154,803-73.4% | $142,382-71.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 16.21% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,480 | $4,810-69.2% | $4,305-65.6% | $4,299-65.6% |
| Participant deferral / active EE | $2,482 | $6,272-60.4% | $5,540-55.2% | $6,507-61.9% |
| Admin fee / account holder | $2,388 | $16,786-85.8% | $14,329-83.3% | $12,624-81.1% |