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 8-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 | $39,265 | $118,450-66.9% | $98,439-60.1% | $139,434-71.8% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 15.36% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,508 | $3,609-30.5% | $3,048-17.7% | $4,751-47.2% |
| Participant deferral / active EE | $5,567 | $5,392+3.2% | $4,738+17.5% | $6,710-17.0% |
| Admin fee / account holder | $9,032 | $14,026-35.6% | $8,948+0.9% | $11,403-20.8% |