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 | $32,521 | $214,378-84.8% | $200,582-83.8% | $142,382-77.2% |
| Participation rate | 81.3% | 87.4%-6.2pp | 86.9%-5.6pp | 80.1%+1.1pp |
| Annual return | 42.17% | 46.41%-4.2pp | 42.33%-0.2pp | 217.08%-174.9pp |
| Employer contribution / active EE | $3,196 | $6,841-53.3% | $6,419-50.2% | $4,299-25.7% |
| Participant deferral / active EE | $6,125 | $9,865-37.9% | $9,331-34.4% | $6,507-5.9% |
| Admin fee / account holder | $448 | $17,692-97.5% | $16,305-97.3% | $12,624-96.5% |