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 | $40,520 | $177,572-77.2% | $154,803-73.8% | $142,382-71.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 22.64% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,575 | $4,810-46.5% | $4,305-40.2% | $4,299-40.1% |
| Participant deferral / active EE | $8,070 | $6,272+28.7% | $5,540+45.6% | $6,507+24.0% |
| Admin fee / account holder | $9,658 | $16,786-42.5% | $14,329-32.6% | $12,624-23.5% |