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 4-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 | $41,727 | $100,773-58.6% | $88,946-53.1% | $142,382-70.7% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 16.11% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,976 | $2,918+2.0% | $2,555+16.5% | $4,299-30.8% |
| Participant deferral / active EE | $7,603 | $5,230+45.4% | $4,581+66.0% | $6,507+16.8% |
| Admin fee / account holder | $9,247 | $9,693-4.6% | $8,261+11.9% | $12,624-26.8% |