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 | $42,739 | $201,272-78.8% | $184,203-76.8% | $145,922-70.7% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 17.52% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $6,659 | $7,022-5.2% | $6,427+3.6% | $4,660+42.9% |
| Participant deferral / active EE | $7,769 | $9,806-20.8% | $9,131-14.9% | $6,688+16.2% |
| Admin fee / account holder | $367 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |