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 5-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 | $37,859 | $214,378-82.3% | $200,582-81.1% | $142,382-73.4% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 22.67% | 46.41%-23.7pp | 42.33%-19.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,066 | $6,841-55.2% | $6,419-52.2% | $4,299-28.7% |
| Participant deferral / active EE | $5,627 | $9,865-43.0% | $9,331-39.7% | $6,507-13.5% |
| Admin fee / account holder | $2,939 | $17,692-83.4% | $16,305-82.0% | $12,624-76.7% |