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 | $38,815 | $105,931-63.4% | $81,930-52.6% | $158,922-75.6% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 12.06% | 38.17%-26.1pp | 29.49%-17.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,799 | $7,800-51.3% | $4,310-11.9% | $4,761-20.2% |
| Participant deferral / active EE | $7,645 | $13,003-41.2% | $7,107+7.6% | $5,982+27.8% |
| Admin fee / account holder | $3,445 | $8,489-59.4% | $5,158-33.2% | $11,246-69.4% |