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 | $40,494 | $95,266-57.5% | $82,389-50.9% | $142,382-71.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 15.98% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,748 | $2,991-41.6% | $2,517-30.5% | $4,299-59.3% |
| Participant deferral / active EE | $3,877 | $4,809-19.4% | $4,155-6.7% | $6,507-40.4% |
| Admin fee / account holder | $6,394 | $8,563-25.3% | $7,231-11.6% | $12,624-49.3% |