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 | $40,755 | $106,584-61.8% | $101,326-59.8% | $142,382-71.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 20.88% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,948 | $3,956-0.2% | $3,665+7.7% | $4,299-8.2% |
| Participant deferral / active EE | $7,560 | $8,297-8.9% | $7,994-5.4% | $6,507+16.2% |
| Admin fee / account holder | $910 | $11,446-92.0% | $11,185-91.9% | $12,624-92.8% |