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 5-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 | $42,021 | $159,602-73.7% | $150,045-72.0% | $142,382-70.5% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 13.15% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,485 | $4,961-49.9% | $4,693-47.1% | $4,299-42.2% |
| Participant deferral / active EE | $4,924 | $8,310-40.8% | $7,997-38.4% | $6,507-24.3% |
| Admin fee / account holder | $1,922 | $14,846-87.1% | $13,435-85.7% | $12,624-84.8% |