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 | $29,252 | $117,983-75.2% | $101,794-71.3% | $142,382-79.5% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 18.93% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,406 | $2,773+22.9% | $2,289+48.8% | $4,299-20.8% |
| Participant deferral / active EE | $8,705 | $4,714+84.7% | $4,084+113.2% | $6,507+33.8% |
| Admin fee / account holder | $1,689 | $10,433-83.8% | $8,777-80.8% | $12,624-86.6% |