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 5-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 | $34,420 | $175,202-80.4% | $149,673-77.0% | $139,434-75.3% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 26.30% | 166.71%-140.4pp | 134.42%-108.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,996 | $5,474-63.5% | $4,818-58.6% | $4,751-58.0% |
| Participant deferral / active EE | $4,023 | $6,519-38.3% | $5,680-29.2% | $6,710-40.0% |
| Admin fee / account holder | $1,791 | $16,150-88.9% | $13,210-86.4% | $11,403-84.3% |