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 | $30,626 | $114,381-73.2% | $107,525-71.5% | $142,382-78.5% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 20.05% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,866 | $4,015-53.5% | $3,754-50.3% | $4,299-56.6% |
| Participant deferral / active EE | $5,128 | $5,564-7.8% | $5,116+0.2% | $6,507-21.2% |
| Admin fee / account holder | $407 | $9,860-95.9% | $8,919-95.4% | $12,624-96.8% |