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 | $39,187 | $162,781-75.9% | $133,956-70.7% | $158,922-75.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 17.38% | 41.94%-24.6pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,709 | $4,975-45.5% | $3,919-30.9% | $4,761-43.1% |
| Participant deferral / active EE | $3,872 | $5,911-34.5% | $5,048-23.3% | $5,982-35.3% |
| Admin fee / account holder | $2,696 | $11,736-77.0% | $8,927-69.8% | $11,246-76.0% |