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 | $31,766 | $114,381-72.2% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 20.90% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,221 | $4,015-19.8% | $3,754-14.2% | $4,299-25.1% |
| Participant deferral / active EE | $10,617 | $5,564+90.8% | $5,116+107.5% | $6,507+63.2% |
| Admin fee / account holder | $764 | $9,860-92.3% | $8,919-91.4% | $12,624-94.0% |