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 | $39,397 | $148,534-73.5% | $135,903-71.0% | $139,434-71.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.48% | 79.19%-63.7pp | 68.23%-52.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,103 | $5,243-59.9% | $4,856-56.7% | $4,751-55.7% |
| Participant deferral / active EE | $9,459 | $8,100+16.8% | $7,758+21.9% | $6,710+41.0% |
| Admin fee / account holder | $8,591 | $12,400-30.7% | $10,762-20.2% | $11,403-24.7% |