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 | $35,886 | $94,338-62.0% | $100,534-64.3% | $142,382-74.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 18.31% | 29.20%-10.9pp | 32.66%-14.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,947 | $4,237-54.0% | $4,346-55.2% | $4,299-54.7% |
| Participant deferral / active EE | $2,889 | $5,934-51.3% | $6,144-53.0% | $6,507-55.6% |
| Admin fee / account holder | $590 | $8,421-93.0% | $7,654-92.3% | $12,624-95.3% |