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 10-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 | $40,931 | $135,952-69.9% | $123,892-67.0% | $273,961-85.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.44% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,405 | $5,170-72.8% | $4,617-69.6% | $4,869-71.1% |
| Participant deferral / active EE | $4,007 | $6,343-36.8% | $5,984-33.0% | $5,287-24.2% |
| Admin fee / account holder | $1,886 | $9,817-80.8% | $8,357-77.4% | $10,132-81.4% |