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 3-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 | $42,102 | $179,726-76.6% | $156,263-73.1% | $142,382-70.4% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 14.93% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,766 | $5,069-45.4% | $4,333-36.2% | $4,299-35.7% |
| Participant deferral / active EE | $7,958 | $6,956+14.4% | $6,158+29.2% | $6,507+22.3% |
| Admin fee / account holder | $11,213 | $17,272-35.1% | $14,255-21.3% | $12,624-11.2% |