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 | $36,860 | $214,378-82.8% | $200,582-81.6% | $142,382-74.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 36.41% | 46.41%-10.0pp | 42.33%-5.9pp | 217.08%-180.7pp |
| Employer contribution / active EE | $10,639 | $6,841+55.5% | $6,419+65.8% | $4,299+147.5% |
| Participant deferral / active EE | $13,645 | $9,865+38.3% | $9,331+46.2% | $6,507+109.7% |
| Admin fee / account holder | $11,221 | $17,692-36.6% | $16,305-31.2% | $12,624-11.1% |