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 | $40,666 | $80,717-49.6% | $154,803-73.7% | $84,808-52.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 15.48% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,438 | $2,761-11.7% | $4,305-43.4% | $2,631-7.3% |
| Participant deferral / active EE | $3,070 | $3,303-7.1% | $5,540-44.6% | $4,212-27.1% |
| Admin fee / account holder | $1,374 | $6,746-79.6% | $14,329-90.4% | $7,344-81.3% |