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 6-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 | $35,968 | $201,272-82.1% | $184,203-80.5% | $145,922-75.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 12.67% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,866 | $7,022-59.2% | $6,427-55.4% | $4,660-38.5% |
| Participant deferral / active EE | $4,266 | $9,806-56.5% | $9,131-53.3% | $6,688-36.2% |
| Admin fee / account holder | $1,327 | $16,364-91.9% | $13,901-90.5% | $13,397-90.1% |