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 | $33,890 | $158,398-78.6% | $126,539-73.2% | $142,382-76.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 22.19% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,327 | $4,650-50.0% | $3,674-36.7% | $4,299-45.9% |
| Participant deferral / active EE | $7,620 | $4,767+59.9% | $4,083+86.7% | $6,507+17.1% |
| Admin fee / account holder | $3,046 | $6,918-56.0% | $6,065-49.8% | $12,624-75.9% |