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 4-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 | $39,041 | $100,773-61.3% | $88,946-56.1% | $142,382-72.6% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 14.96% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,714 | $2,918+27.3% | $2,555+45.4% | $4,299-13.6% |
| Participant deferral / active EE | $7,022 | $5,230+34.3% | $4,581+53.3% | $6,507+7.9% |
| Admin fee / account holder | $407 | $9,693-95.8% | $8,261-95.1% | $12,624-96.8% |