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 | $32,043 | $117,983-72.8% | $101,794-68.5% | $142,382-77.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 19.83% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,238 | $2,773-55.3% | $2,289-45.9% | $4,299-71.2% |
| Participant deferral / active EE | $2,652 | $4,714-43.7% | $4,084-35.1% | $6,507-59.2% |
| Admin fee / account holder | $3,375 | $10,433-67.6% | $8,777-61.5% | $12,624-73.3% |