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 | $35,196 | $159,602-77.9% | $150,045-76.5% | $142,382-75.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.08% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,433 | $4,961-30.8% | $4,693-26.9% | $4,299-20.2% |
| Participant deferral / active EE | $7,636 | $8,310-8.1% | $7,997-4.5% | $6,507+17.3% |
| Admin fee / account holder | $527 | $14,846-96.5% | $13,435-96.1% | $12,624-95.8% |