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 | $43,163 | $106,584-59.5% | $101,326-57.4% | $142,382-69.7% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 20.68% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,217 | $3,956+6.6% | $3,665+15.0% | $4,299-1.9% |
| Participant deferral / active EE | $6,578 | $8,297-20.7% | $7,994-17.7% | $6,507+1.1% |
| Admin fee / account holder | $2,444 | $11,446-78.6% | $11,185-78.1% | $12,624-80.6% |