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 | $42,690 | $177,572-76.0% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.96% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,688 | $4,810-44.1% | $4,305-37.6% | $4,299-37.5% |
| Participant deferral / active EE | $7,372 | $6,272+17.5% | $5,540+33.0% | $6,507+13.3% |
| Admin fee / account holder | $9,364 | $16,786-44.2% | $14,329-34.7% | $12,624-25.8% |