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 | $34,736 | $114,381-69.6% | $107,525-67.7% | $142,382-75.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 23.31% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,903 | $4,015-52.6% | $3,754-49.3% | $4,299-55.7% |
| Participant deferral / active EE | $4,577 | $5,564-17.7% | $5,116-10.5% | $6,507-29.7% |
| Admin fee / account holder | $577 | $9,860-94.2% | $8,919-93.5% | $12,624-95.4% |