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 | $41,069 | $140,588-70.8% | $123,104-66.6% | $125,391-67.2% |
| Participation rate | 88.2% | 88.2%0pp | 86.8%+1.5pp | 83.2%+5.0pp |
| Annual return | -0.40% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $4,209 | $6,041-30.3% | $5,151-18.3% | $4,866-13.5% |
| Participant deferral / active EE | $7,795 | $6,980+11.7% | $6,230+25.1% | $5,352+45.7% |
| Admin fee / account holder | $3,339 | $11,198-70.2% | $9,015-63.0% | $9,540-65.0% |