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 5-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 | $42,374 | $163,101-74.0% | $136,749-69.0% | $142,382-70.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 9.63% | 27.54%-17.9pp | 24.33%-14.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,820 | $4,117-31.5% | $3,400-17.1% | $4,299-34.4% |
| Participant deferral / active EE | $6,163 | $5,585+10.3% | $4,692+31.3% | $6,507-5.3% |
| Admin fee / account holder | $2,074 | $14,318-85.5% | $11,386-81.8% | $12,624-83.6% |