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 | $41,389 | $103,376-60.0% | $87,100-52.5% | $152,861-72.9% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 22.96% | 28.10%-5.1pp | 28.19%-5.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $4,547 | $3,220+41.2% | $2,521+80.3% | $4,762-4.5% |
| Participant deferral / active EE | $5,421 | $4,778+13.5% | $4,049+33.9% | $5,850-7.3% |
| Admin fee / account holder | $307 | $12,205-97.5% | $7,497-95.9% | $11,596-97.3% |