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 | $38,826 | $127,065-69.4% | $113,168-65.7% | $142,382-72.7% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 22.98% | 24.03%-1.1pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,219 | $3,442-6.5% | $2,975+8.2% | $4,299-25.1% |
| Participant deferral / active EE | $8,697 | $5,716+52.1% | $5,107+70.3% | $6,507+33.7% |
| Admin fee / account holder | $521 | $15,736-96.7% | $12,068-95.7% | $12,624-95.9% |