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 | $36,943 | $185,822-80.1% | $169,993-78.3% | $139,434-73.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 16.20% | 60.50%-44.3pp | 53.37%-37.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,311 | $7,590-56.4% | $6,785-51.2% | $4,751-30.3% |
| Participant deferral / active EE | $4,438 | $11,622-61.8% | $10,408-57.4% | $6,710-33.9% |
| Admin fee / account holder | $4,829 | $15,381-68.6% | $12,815-62.3% | $11,403-57.6% |