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 10-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 | $31,626 | $107,334-70.5% | $92,893-66.0% | $152,861-79.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 22.72% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,239 | $4,221-47.0% | $3,653-38.7% | $4,762-53.0% |
| Participant deferral / active EE | $4,236 | $4,845-12.6% | $4,2360% | $5,850-27.6% |
| Admin fee / account holder | $1,774 | $7,079-74.9% | $5,794-69.4% | $11,596-84.7% |