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 3-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 | $37,901 | $214,378-82.3% | $200,582-81.1% | $142,382-73.4% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 31.03% | 46.41%-15.4pp | 42.33%-11.3pp | 217.08%-186.0pp |
| Employer contribution / active EE | $1,785 | $6,841-73.9% | $6,419-72.2% | $4,299-58.5% |
| Participant deferral / active EE | $6,871 | $9,865-30.3% | $9,331-26.4% | $6,507+5.6% |
| Admin fee / account holder | $699 | $17,692-96.0% | $16,305-95.7% | $12,624-94.5% |