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 | $40,635 | $85,022-52.2% | $70,515-42.4% | $139,434-70.9% |
| Participation rate | 81.8% | 73.9%+7.9pp | 68.3%+13.5pp | 80.3%+1.5pp |
| Annual return | 10.76% | 30.38%-19.6pp | 32.77%-22.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,096 | $3,909-20.8% | $2,973+4.1% | $4,751-34.8% |
| Participant deferral / active EE | $1,796 | $5,890-69.5% | $4,567-60.7% | $6,710-73.2% |
| Admin fee / account holder | $487 | $8,906-94.5% | $6,412-92.4% | $11,403-95.7% |