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 | $37,668 | $124,319-69.7% | $111,297-66.2% | $167,490-77.5% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 9.55% | 37.44%-27.9pp | 54.65%-45.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,825 | $3,435-46.9% | $2,731-33.2% | $4,837-62.3% |
| Participant deferral / active EE | $3,351 | $5,180-35.3% | $4,487-25.3% | $6,341-47.2% |
| Admin fee / account holder | $3,840 | $10,618-63.8% | $7,964-51.8% | $12,309-68.8% |