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 | $41,014 | $183,519-77.7% | $155,509-73.6% | $145,922-71.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.83% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,640 | $5,313-69.1% | $4,672-64.9% | $4,660-64.8% |
| Participant deferral / active EE | $4,795 | $6,462-25.8% | $5,626-14.8% | $6,688-28.3% |
| Admin fee / account holder | $11,004 | $19,313-43.0% | $15,912-30.8% | $13,397-17.9% |