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 | $33,700 | $127,065-73.5% | $113,168-70.2% | $142,382-76.3% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 22.12% | 24.03%-1.9pp | 24.27%-2.1pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,336 | $3,442-3.1% | $2,975+12.1% | $4,299-22.4% |
| Participant deferral / active EE | $7,315 | $5,716+28.0% | $5,107+43.2% | $6,507+12.4% |
| Admin fee / account holder | $4,133 | $15,736-73.7% | $12,068-65.8% | $12,624-67.3% |