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 | $32,393 | $177,572-81.8% | $154,803-79.1% | $142,382-77.2% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.1%-7.2pp | 80.1%-9.3pp |
| Annual return | 13.48% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,276 | $4,810-73.5% | $4,305-70.4% | $4,299-70.3% |
| Participant deferral / active EE | $3,326 | $6,272-47.0% | $5,540-40.0% | $6,507-48.9% |
| Admin fee / account holder | $1,257 | $16,786-92.5% | $14,329-91.2% | $12,624-90.0% |