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 8-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 | $29,238 | $124,281-76.5% | $109,143-73.2% | $167,490-82.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 36.74% | 26.04%+10.7pp | 25.75%+11.0pp | 478.56%-441.8pp |
| Employer contribution / active EE | $1,547 | $4,207-63.2% | $3,722-58.4% | $4,837-68.0% |
| Participant deferral / active EE | $4,282 | $5,255-18.5% | $4,653-8.0% | $6,341-32.5% |
| Admin fee / account holder | $4,353 | $7,970-45.4% | $6,752-35.5% | $12,309-64.6% |