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 4-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 | $32,191 | $106,584-69.8% | $101,326-68.2% | $142,382-77.4% |
| Participation rate | 73.3% | 82.7%-9.4pp | 81.5%-8.2pp | 80.1%-6.8pp |
| Annual return | 26.84% | 36.93%-10.1pp | 36.82%-10.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,350 | $3,956-65.9% | $3,665-63.2% | $4,299-68.6% |
| Participant deferral / active EE | $6,833 | $8,297-17.7% | $7,994-14.5% | $6,507+5.0% |
| Admin fee / account holder | $400 | $11,446-96.5% | $11,185-96.4% | $12,624-96.8% |