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 | $39,284 | $106,515-63.1% | $96,683-59.4% | $139,434-71.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.39% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,309 | $4,103+5.0% | $3,737+15.3% | $4,751-9.3% |
| Participant deferral / active EE | $7,867 | $5,454+44.2% | $4,878+61.3% | $6,710+17.2% |
| Admin fee / account holder | $595 | $7,877-92.4% | $6,730-91.2% | $11,403-94.8% |