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 6-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 | $41,415 | $163,101-74.6% | $136,749-69.7% | $142,382-70.9% |
| Participation rate | 76.9% | 78.2%-1.3pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 18.17% | 27.54%-9.4pp | 24.33%-6.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,192 | $4,117-46.8% | $3,400-35.5% | $4,299-49.0% |
| Participant deferral / active EE | $2,778 | $5,585-50.3% | $4,692-40.8% | $6,507-57.3% |
| Admin fee / account holder | $5,222 | $14,318-63.5% | $11,386-54.1% | $12,624-58.6% |