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 8-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 | $29,603 | $163,101-81.8% | $136,749-78.4% | $142,382-79.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 18.69% | 27.54%-8.9pp | 24.33%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,344 | $4,117-43.1% | $3,400-31.0% | $4,299-45.5% |
| Participant deferral / active EE | $5,898 | $5,585+5.6% | $4,692+25.7% | $6,507-9.4% |
| Admin fee / account holder | $4,249 | $14,318-70.3% | $11,386-62.7% | $12,624-66.3% |