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 | $40,028 | $125,758-68.2% | $169,993-76.5% | $75,163-46.7% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.0%+2.6pp | 67.2%+22.4pp |
| Annual return | 15.70% | 27.20%-11.5pp | 53.37%-37.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,199 | $4,615-30.7% | $6,785-52.9% | $2,670+19.8% |
| Participant deferral / active EE | $4,001 | $6,837-41.5% | $10,408-61.6% | $4,125-3.0% |
| Admin fee / account holder | $11,773 | $8,173+44.0% | $12,815-8.1% | $5,651+108.3% |