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 | $30,407 | $114,381-73.4% | $107,525-71.7% | $142,382-78.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.01% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,566 | $4,015+13.7% | $3,754+21.6% | $4,299+6.2% |
| Participant deferral / active EE | $11,380 | $5,564+104.5% | $5,116+122.5% | $6,507+74.9% |
| Admin fee / account holder | $205,811 | $9,860+1987.3% | $8,919+2207.6% | $12,624+1530.4% |