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 | $37,665 | $162,781-76.9% | $133,956-71.9% | $158,922-76.3% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 5.63% | 41.94%-36.3pp | 45.09%-39.5pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,727 | $4,975-65.3% | $3,919-55.9% | $4,761-63.7% |
| Participant deferral / active EE | $1,881 | $5,911-68.2% | $5,048-62.7% | $5,982-68.6% |
| Admin fee / account holder | $7,754 | $11,736-33.9% | $8,927-13.1% | $11,246-31.0% |