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 | $40,736 | $148,534-72.6% | $135,903-70.0% | $139,434-70.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.10% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $7,307 | $5,243+39.4% | $4,856+50.5% | $4,751+53.8% |
| Participant deferral / active EE | $20,836 | $8,100+157.2% | $7,758+168.6% | $6,710+210.5% |
| Admin fee / account holder | $22,293 | $12,400+79.8% | $10,762+107.1% | $11,403+95.5% |