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 3-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 | $32,913 | $214,378-84.6% | $200,582-83.6% | $142,382-76.9% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 17.87% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $6,733 | $6,841-1.6% | $6,419+4.9% | $4,299+56.6% |
| Participant deferral / active EE | $5,273 | $9,865-46.5% | $9,331-43.5% | $6,507-19.0% |
| Admin fee / account holder | $4,927 | $17,692-72.1% | $16,305-69.8% | $12,624-61.0% |