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 7-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 | $33,872 | $177,572-80.9% | $154,803-78.1% | $142,382-76.2% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 16.91% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,441 | $4,810-70.0% | $4,305-66.5% | $4,299-66.5% |
| Participant deferral / active EE | $4,458 | $6,272-28.9% | $5,540-19.5% | $6,507-31.5% |
| Admin fee / account holder | $404 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |