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 | $32,679 | $148,534-78.0% | $135,903-76.0% | $139,434-76.6% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 35.45% | 79.19%-43.7pp | 68.23%-32.8pp | 372.94%-337.5pp |
| Employer contribution / active EE | $2,918 | $5,243-44.3% | $4,856-39.9% | $4,751-38.6% |
| Participant deferral / active EE | $7,304 | $8,100-9.8% | $7,758-5.8% | $6,710+8.9% |
| Admin fee / account holder | $360 | $12,400-97.1% | $10,762-96.7% | $11,403-96.8% |