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 | $39,427 | $214,378-81.6% | $200,582-80.3% | $142,382-72.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 18.51% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,081 | $6,841-55.0% | $6,419-52.0% | $4,299-28.3% |
| Participant deferral / active EE | $5,965 | $9,865-39.5% | $9,331-36.1% | $6,507-8.3% |
| Admin fee / account holder | $653 | $17,692-96.3% | $16,305-96.0% | $12,624-94.8% |