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 3-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 | $39,266 | $214,378-81.7% | $200,582-80.4% | $142,382-72.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 23.11% | 46.41%-23.3pp | 42.33%-19.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,945 | $6,841-71.6% | $6,419-69.7% | $4,299-54.8% |
| Participant deferral / active EE | $6,839 | $9,865-30.7% | $9,331-26.7% | $6,507+5.1% |
| Admin fee / account holder | $385 | $17,692-97.8% | $16,305-97.6% | $12,624-97.0% |