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 | $39,956 | $106,515-62.5% | $96,683-58.7% | $139,434-71.3% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 12.53% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,501 | $4,103-63.4% | $3,737-59.8% | $4,751-68.4% |
| Participant deferral / active EE | $1,968 | $5,454-63.9% | $4,878-59.7% | $6,710-70.7% |
| Admin fee / account holder | $747 | $7,877-90.5% | $6,730-88.9% | $11,403-93.4% |