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 | $29,786 | $214,378-86.1% | $200,582-85.2% | $142,382-79.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 21.20% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,072 | $6,841-55.1% | $6,419-52.1% | $4,299-28.5% |
| Participant deferral / active EE | $6,770 | $9,865-31.4% | $9,331-27.5% | $6,507+4.0% |
| Admin fee / account holder | $1,709 | $17,692-90.3% | $16,305-89.5% | $12,624-86.5% |