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 10-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 | $41,998 | $91,552-54.1% | $133,956-68.6% | $79,858-47.4% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 12.28% | 61.85%-49.6pp | 45.09%-32.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,024 | $2,384-15.1% | $3,919-48.3% | $2,471-18.1% |
| Participant deferral / active EE | $5,554 | $3,733+48.7% | $5,048+10.0% | $3,740+48.5% |
| Admin fee / account holder | $9,448 | $6,321+49.5% | $8,927+5.8% | $5,306+78.0% |