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 | $41,221 | $117,983-65.1% | $101,794-59.5% | $142,382-71.0% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 16.85% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,482 | $2,773+25.6% | $2,289+52.1% | $4,299-19.0% |
| Participant deferral / active EE | $2,072 | $4,714-56.0% | $4,084-49.3% | $6,507-68.2% |
| Admin fee / account holder | $4,009 | $10,433-61.6% | $8,777-54.3% | $12,624-68.2% |