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 | $36,796 | $127,065-71.0% | $113,168-67.5% | $142,382-74.2% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 18.98% | 24.03%-5.0pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,613 | $3,442+121.2% | $2,975+155.9% | $4,299+77.1% |
| Participant deferral / active EE | $3,128 | $5,716-45.3% | $5,107-38.8% | $6,507-51.9% |
| Admin fee / account holder | $1,642 | $15,736-89.6% | $12,068-86.4% | $12,624-87.0% |