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 9-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 | $36,300 | $165,335-78.0% | $149,696-75.8% | $158,922-77.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 23.04% | 348.15%-325.1pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $6,273 | $5,103+22.9% | $4,644+35.1% | $4,761+31.8% |
| Participant deferral / active EE | $13,024 | $7,181+81.4% | $6,842+90.4% | $5,982+117.7% |
| Admin fee / account holder | $10,829 | $10,807+0.2% | $9,309+16.3% | $11,246-3.7% |