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 4-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 | $41,950 | $148,534-71.8% | $135,903-69.1% | $139,434-69.9% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 14.57% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,554 | $5,243-70.4% | $4,856-68.0% | $4,751-67.3% |
| Participant deferral / active EE | $2,907 | $8,100-64.1% | $7,758-62.5% | $6,710-56.7% |
| Admin fee / account holder | $19,510 | $12,400+57.3% | $10,762+81.3% | $11,403+71.1% |