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 | $32,551 | $165,984-80.4% | $164,813-80.2% | $145,922-77.7% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 20.89% | 100.03%-79.1pp | 69.93%-49.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $3,317 | $5,273-37.1% | $4,341-23.6% | $4,660-28.8% |
| Participant deferral / active EE | $4,596 | $6,959-34.0% | $6,031-23.8% | $6,688-31.3% |
| Admin fee / account holder | $1,926 | $16,648-88.4% | $12,690-84.8% | $13,397-85.6% |