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 4-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 | $41,190 | $85,022-51.6% | $70,515-41.6% | $139,434-70.5% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 11.99% | 30.38%-18.4pp | 32.77%-20.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,168 | $3,909-19.0% | $2,973+6.5% | $4,751-33.3% |
| Participant deferral / active EE | $6,337 | $5,890+7.6% | $4,567+38.8% | $6,710-5.6% |
| Admin fee / account holder | $1,512 | $8,906-83.0% | $6,412-76.4% | $11,403-86.7% |