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 | $29,785 | $177,572-83.2% | $154,803-80.8% | $142,382-79.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.26% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,531 | $4,810-68.2% | $4,305-64.4% | $4,299-64.4% |
| Participant deferral / active EE | $2,279 | $6,272-63.7% | $5,540-58.9% | $6,507-65.0% |
| Admin fee / account holder | $363 | $16,786-97.8% | $14,329-97.5% | $12,624-97.1% |