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 | $40,316 | $106,515-62.2% | $96,683-58.3% | $139,434-71.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 17.92% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $8,279 | $4,103+101.8% | $3,737+121.6% | $4,751+74.3% |
| Participant deferral / active EE | $1,993 | $5,454-63.5% | $4,878-59.1% | $6,710-70.3% |
| Admin fee / account holder | $3,611 | $7,877-54.2% | $6,730-46.3% | $11,403-68.3% |