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 | $40,789 | $148,534-72.5% | $135,903-70.0% | $139,434-70.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 25.67% | 79.19%-53.5pp | 68.23%-42.6pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,415 | $5,243-53.9% | $4,856-50.3% | $4,751-49.2% |
| Participant deferral / active EE | $5,605 | $8,100-30.8% | $7,758-27.8% | $6,710-16.5% |
| Admin fee / account holder | $3,361 | $12,400-72.9% | $10,762-68.8% | $11,403-70.5% |