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 6-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 | $34,808 | $110,261-68.4% | $95,745-63.6% | $139,434-75.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 24.37% | 27.11%-2.7pp | 28.35%-4.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $3,667 | $3,257+12.6% | $2,835+29.4% | $4,751-22.8% |
| Participant deferral / active EE | $11,070 | $4,676+136.7% | $4,245+160.8% | $6,710+65.0% |
| Admin fee / account holder | $845 | $6,613-87.2% | $5,678-85.1% | $11,403-92.6% |