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 | $40,380 | $93,571-56.8% | $135,903-70.3% | $75,163-46.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 23.81% | 30.90%-7.1pp | 68.23%-44.4pp | 160.62%-136.8pp |
| Employer contribution / active EE | $3,180 | $3,537-10.1% | $4,856-34.5% | $2,670+19.1% |
| Participant deferral / active EE | $9,706 | $6,404+51.6% | $7,758+25.1% | $4,125+135.3% |
| Admin fee / account holder | $3,764 | $6,975-46.0% | $10,762-65.0% | $5,651-33.4% |