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 5-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 | $33,102 | $85,022-61.1% | $70,515-53.1% | $139,434-76.3% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 20.81% | 30.38%-9.6pp | 32.77%-12.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,344 | $3,909+11.1% | $2,973+46.1% | $4,751-8.6% |
| Participant deferral / active EE | $8,107 | $5,890+37.6% | $4,567+77.5% | $6,710+20.8% |
| Admin fee / account holder | $1,232 | $8,906-86.2% | $6,412-80.8% | $11,403-89.2% |