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 | $34,923 | $93,571-62.7% | $135,903-74.3% | $75,163-53.5% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 26.50% | 30.90%-4.4pp | 68.23%-41.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,472 | $3,537-58.4% | $4,856-69.7% | $2,670-44.9% |
| Participant deferral / active EE | $5,353 | $6,404-16.4% | $7,758-31.0% | $4,125+29.8% |
| Admin fee / account holder | $423 | $6,975-93.9% | $10,762-96.1% | $5,651-92.5% |